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FINANCIAL ADVISERS
Superannuation
The financial planning industry has welcomed the Government's proposal to raise the superannuation guarantee from 9 per cent to 12 per cent....
Superannuation
Financial advisers should utilise a recent ATO ruling as an opportunity to review SMSF succession plans....
Financial planning
Financial advisers have reacted angrily to continuing attacks on the industry by compensation lawyers who blame financial planners for negative market performance and enc...
Financial planning
The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...
Financial planning
Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...
Financial planning
The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking from Commonwealth Financial Planning (CFP)....
Financial planning
Key regulators have admitted that deliberate financial services fraud is hard to stop with or without regulatory changes....
Financial planning
Australian Securities and Investments Commission (ASIC) chairman Greg Medcraft has outlined the regulator's proposed measures to improve the "competency and quality of ad...
Financial planning
Most prospective Generation X and Y clients do not know what they want to do financially - and they are a market that requires a focus from financial advisers, according ...
Financial planning
The Association of Financial Advisers (AFA) has unveiled a new advertising campaign to promote the value of financial advice and the need for everyday Australians to form...
Superannuation
The number of SMSFs continues to grow, but the products available to them remain limited....
Financial planning
ISN chief executive David Whiteley declines to tell the AFA conference what industry fund advertising is actually costing....
Financial planning
Opt-in and best-interest reforms are a waste of time and a cost burden, according to Alexis Compliance and Risk Solutions director Christina Kalantzis....
Financial planning
The Association of Financial Advisers (AFA) has celebrated 65 years with a new brand....
Financial planning
Angered by the Government's FOFA bill, financial planners have already begun lobbying the key independents in pursuit of crucial amendments....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...