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FINANCIAL ADVICE
Financial planning
Planners and accountants unlikely to take each other’s work due to workloads involved. ...
Financial planning
If it is true that only two out of 10 people seek financial advice, perhaps planners need to look to successful entrepreneurs for tips on how to raise their stake, says M...
Accounting
Count launches accountants licensing offer and commits to meeting APES 230....
Financial planning
Infocus Wealth Management buys back MLC’s share of the business....
Financial planning
AFA has accused ISA of hypocrisy for not making its FOFA submission publicly available, despite its loud calls for transparency....
Financial planning
New ASFA report shows the median cost of intra-fund advice is $2.81 per member per year....
Financial planning
Planners watch events in ICAC and hope they do not impact pace of FOFA changes....
Financial planning
Independent dealer group Premium Wealth Management is slowly growing its member footprint with a new acquisition after it was “grounded” last year by regulatory reform....
Financial planning
US specialist Bill Bachrach says Australian planners should be focused on their clients’ needs rather than their fee structures....
Financial planning
Financial advisers have to advocate further to avoid the growing involvement of lawyers in the insurance claims process....
Editorial
Based on recent media coverage, it would be easy to believe that the Abbott Government was quite recklessly setting about dismantling all the consumer protections contain...
Policy & Regulation
The Assistant Treasurer, Senator Arthur Sinodinos, says ASIC will monitor FOFA changes to ensure they are meeting their objectives....
Financial planning
New legal advice obtained by ISA states planners will be able to satisfy the best interests duty without actually acting in the best interests of the client. ...
Financial planning
The head of the Commonwealth Bank has denied poor organisational culture is to blame for the events that led to a number of its planners being banned by the industry’s re...
Life/Risk
Superannuation-based life insurance creating false sense of security and incorrect insurance cover....
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MARKET INSIGHTS
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...