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FINANCIAL ADVICE
Financial planning
Clients considering aged care for their loved ones should be advised to speed up the process to avoid new means test rules set to kick in later this year, a life insuranc...
Financial planning
Planners should be articulating the value of advice instead of debating finer points of legislation. ...
Financial planning
Entry-level advice will be commoditised and moved online, with technology-driven service providers meeting demand for low cost advice ...
Financial planning
The FPA has rebutted “rhetoric and scare-mongering” about best interests and consumer protection. ...
Superannuation
The FSC’s pre-Budget submission argues for the retention of LISC but with a pause on payments aligned to the pause in the higher SG....
Financial planning
The AFA calls members to fight 'scare-mongering’ around consumer protection by engaging federal MPs on FOFA....
Financial planning
The Institute of Public Accountants has joined the ranks of those calling for advice to be made tax deductible....
Financial planning
Less than one in 20 Australians expect to maintain their current standard of living into retirement with excess savings, a survey shows....
Financial planning
Planners who have prepared for the full FDS regime should continue to use the work to build their value proposition and client relationships...
People & Products
IOOF hires a head of specialist sales as part of its post-FOFA value proposition....
Editorial
As the financial planning industry moves into 2014 it does so in the knowledge that the Abbott Government has delivered on its undertakings to address what it regarded as...
Financial planning
Transparency around who is an “aligned” or “non-aligned” adviser deemed vital....
Financial planning
Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...
Editorial
While there are many loose ends associated with the Future of Financial Advice regime, Mike Taylor writes that the Government should avoid allowing its Financial Systems ...
Financial planning
Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...