FINANCIAL ADVICE

Financial planning

More Australians regret not receiving professional advice to manage finances when they were younger, new research from REST Industry Super reveals. ...

Financial planning

TASA and FOFA focus of planners’ attention....

Financial planning

The launch of an advice business by van Eyk has been questioned by a planning group and cautiously received by another research house...

Superannuation

New research confirms most superannuation fund executives and trustees believe few members understand what super is delivering in terms of insurance cover....

Editorial

With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...

Policy & Regulation

FOFA should be given time to settle before further changes, according to Minter Ellison....

Financial planning

Asteron Life has produced new research underscoring both the value of advice and insurance....

Policy & Regulation

Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....

Policy & Regulation

Advisers believe the FOFA reforms are a now only a distraction from delivering quality client services and building their personal brand, a recent survey by the Advice Le...

Editorial

It would be very easy to have read the announcement by the Minister for Finance, Senator Mathias Cormann, that he was pausing the FOFA change process as some sort of a vi...

Accounting

Accountants are grossly miscalculating the cost of licensing their own SMSF advice business, with many expecting to pay around an eighth of the actual cost....

Financial planning

ASIC has outlined four key areas for regulatory improvement - including for a national exam, a wider register and greater banning powers....

Policy & Regulation

The FPA uses its FSI submission to point to need to more clearly define the risks in general and personal advice....

Policy & Regulation

Scaled and scoped advice has received undue focus under the Future of Financial Advice (FOFA) legislation, and is a sign of increasing levels of paternalism in legislatio...

Financial planning

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...

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MARKET INSIGHTS

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

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