FINANCIAL ADVICE

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....

Superannuation

MLC uses the lead-up to the International Women’s Day to encourage women to seek advice about super....

Superannuation

The intra-fund advice fee is unknown to fund members and is effectively paid as a secret commission, CSSA says....

Policy & Regulation

The Assistant Treasurer, Senator Arthur Sinodinos, says the regulatory changes to FOFA will be ready by the end of this month....

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