FINANCIAL ADVICE

Financial planning

FOFA reforms have not impacted recruitment within financial services, with some businesses looking to increase staff numbers....

Financial planning

Recruitment expert says hiring activity in wealth management is currently at its highest levels in two years....

Policy & Regulation

Large number of planning practices ready to act on grandfathering amendments after preparing in advance....

Life/Risk

The provision of advice during life insurance claims should be part of an holistic advice model but has been largely ignored....

Financial planning

The demand for financial advice is quickly rising, with industry super funds expected to deliver, according to an Investment Trends report....

Superannuation

Changes to FOFA highlight the need for specialist SMSF advice, according to SPAA....

Editorial

Grandfathering – specifically the transition of pre-existing commission-based advice fees into the new FOFA arrangements – was an industry football that kept getting kick...

Editorial

The Abbott Government has provided David Murray with plenty of scope to go deep when he leads the forthcoming Financial Systems Review, writes Mike Taylor....

Editorial

The financial services industry has spent much of the past six years dealing with legislative and regulatory change and, as Mike Taylor writes, the forthcoming Financial ...

Financial planning

As the big banks move their focus away from advice, financial planners will most likely return to the non-aligned space, lawyer says....

Financial planning

While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...

Financial planning

Sinodinos signals the Government’s approach to FOFA will be made public before Christmas....

Financial planning

Non-aligned advice can compete and grow but needs to shift focus away from asset management....

Financial planning

BlackRock’s inaugural global survey found clients highly value financial advice but only 15 per cent use it....

Financial planning

The financial planning profession needs time to regroup before any further reform is explored, an industry body believes. ...

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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....

1 week 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 1 day ago

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

1 week 5 days ago