FINANCIAL ADVICE

Financial planning

The AFA has restated its wariness about the general advice exemption at a Senate hearing. ...

Financial planning

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...

Financial planning

ISA chief executive, David Whiteley, has accused the major banks of lobbying for the return of sale commissions for financial advice....

Financial planning

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....

Financial planning

Australian clients are the most satisfied with their advisers in Asia, and come second in all major global markets, Legg Mason research showed....

Financial planning

FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....

Financial planning

The Institute of Managed Account Providers will be telling planners about their options in a national roadshow starting in June. ...

Financial planning

IOOF managing director Chris Kelaher says it will be business as usual for SFGA clients following acquisition....

Editorial

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...

Financial planning

Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...

Financial planning

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

Financial planning

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...

Policy & Regulation

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 planning

Financial services is one of last professions to outsource routine procedures to improve productivity....

Policy & Regulation

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 ...

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MARKET INSIGHTS

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

2 months 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

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....

5 days 6 hours ago

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

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 3 days ago
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