FINANCIAL ADVICE

Financial planning

Sinodinos says the Government does not intend to speculate on hypothetical court challenges to FOFA as posed by the ISA. ...

Life/Risk

Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...

Financial planning

The Association of Financial Advisers (AFA) says that contrary to recent reports, general advice amendments have no bearing on the activities of financial advisers. ...

Financial planning

The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...

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...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 20 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago