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FINANCIAL ADVICE
Funds management
BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....
Financial planning
New research shows only one in 10 industry super fund members use their fund’s financial planning services due to lack of interest and awareness. ...
Financial planning
A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....
Financial planning
The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....
Editorial
ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...
Financial planning
As expected, the Government has limited its Budget support for the financial services regulators....
Funds management
Only one tenth of new ETF investors receive financial advice, according to the BetaShares/Investment Trends ETF Report. ...
Financial planning
Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...
Editorial
An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...
Policy & Regulation
Colonial First State has introduced an FDS capability and completely removed conflicted remuneration from its platforms ahead of the looming FOFA deadline....
Financial planning
Warning that FOFA fee disclosure requirements will create more problems than they fix....
Financial planning
The Association of Financial Advisers (AFA) has signaled it is devising a "consumer-centric" program for its October national conference on the Gold Coast....
Superannuation
Asset managers need to figure out how they can get involved in the booming SMSF sector, according to Bennelong Funds Management's Jarrod Brown....
Financial planning
Colonial First State has relaunched its regulatory reforms website for financial advisers to cope with post-FOFA environment. ...
Financial planning
Planners hold back on selling up while demand continues for acquisition ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...