FINANCIAL ADVICE

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...

Financial planning

Transparency around who is an “aligned” or “non-aligned” adviser deemed vital....

Financial planning

Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...

Editorial

While there are many loose ends associated with the Future of Financial Advice regime, Mike Taylor writes that the Government should avoid allowing its Financial Systems ...

Financial planning

Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....

Financial planning

FOFA amendments attempt to shore up old model that will be undercut by online services. ...

Financial planning

FOS has identified planner conduct and inappropriate claims handling as possible systemic issues during the December 2013 quarter....

Financial planning

ASIC has identified financial advice as one of the most critical factors in protecting consumers and will continue to review the advice provided on complex products. ...

Financial planning

The Assistant Treasurer has denied claims by industry funds that changes to FOFA will water down consumer protection....

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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...

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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....

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

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