The AFA has restated its wariness about the general advice exemption at a Senate hearing. ...
Consumers face additional fees and charges of up to $530 million a year if the Federal Government backs proposals to reintroduce commissions, a report from Rice Warner re...
ISA chief executive, David Whiteley, has accused the major banks of lobbying for the return of sale commissions for financial advice....
The FPA signals a 10-point plan which would see product-related advice subject to regulation and salespeople precluded from being called financial planners/advisers....
Australian clients are the most satisfied with their advisers in Asia, and come second in all major global markets, Legg Mason research showed....
FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....
The Institute of Managed Account Providers will be telling planners about their options in a national roadshow starting in June. ...
IOOF managing director Chris Kelaher says it will be business as usual for SFGA clients following acquisition....
When Money Management’s sister publication, Super Review, conducted a Post-Retirement and Ageing Forum in Sydney, it served to underline why the superannuation sector nee...
Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...
Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...
Questions are being raised over financial advisers’ focus on traditional products, with a survey showing more than half of respondents viewed specialist risk as a priorit...
Despite the efforts of licensees to promote succession planning, only a fifth of financial planners have a comprehensive roadmap in place, a survey has revealed. ...
Financial services is one of last professions to outsource routine procedures to improve productivity....
The performance of the big four banks in the next half year will be intrinsically linked to the outcome of regulatory reforms in the financial services sector, according ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...