FINANCIAL ADVICE

Policy & Regulation

A Perth based financial planner has begun a campaign to seek an apology from independent senator Jackie Lambie after she labelled financial advisers as ‘unscrupulous’....

Editorial

With the demographic certainty of an ageing population, financial advice will play a critical role in enhancing retirement incomes and reducing the strain on the public p...

Financial planning

The major financial planning groups and companies are continuing to lobby for FOFA changes, but planners are being urged to accept the law as it currently stands....

Financial planning

Financial planners are being urged to take a ‘financial services oath’ to uphold integrity in the profession, by the Australian Labor Party....

Policy & Regulation

The back and forth nature of the Future of Financial Advice (FOFA) amendments are likely to cause consumers to put off seeking financial planning advice costing them abou...

Financial planning

Industry organisations have applauded parliament’s restoration of the grandfathering provision in the latest round of the FOFA reforms, claiming it overturned a rule that...

Policy & Regulation

Labor will support Govt FOFA changes on grandfathering and other key elements....

Policy & Regulation

Planners are accused of hanging on to horse and cart in their resistance to FOFA changes....

Financial planning

Finance Minister, Senator Mathias Cormann says the Government remains committed to its FOFA changes....

Policy & Regulation

The actions of one senator reversing their support for the Government’s Future of Financial Advice (FOFA) reforms will undermine competition in the advice sector, Synchro...

Policy & Regulation

FOFA reforms as they stand push affordable advice further out of reach without addressing consumer protection, academic says. ...

Financial planning

ASIC has answered parliamentary questions about superannuation union liaison officers, the type of advice they can provide and whose AFSL they might be working under....

Policy & Regulation

Labor’s move to block the Government’s FOFA reforms will stifle the financial services industry and could render it a basket case on the international stage, a legal expe...

Policy & Regulation

The disallowance of the Future of Financial Advice amendments may hurt consumers who will not be able to access scaled advice and may be forced to change to less suitable...

Financial planning

FPA’s outgoing chairman, Matthew Rowe, says the FPA won’t seek to defend the indefensible where bad advice is concerned....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks 1 day ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 days 13 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 3 days ago
moneymanagement logo