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FINANCIAL ADVISERS
Financial planning
HSBC says its financial advisers in Australia are safe, despite massive job cuts by the organisation overseas....
Superannuation
The financial planning industry organisation has welcomed a signal from the Assistant Treasurer and Minister for Financial Services, Bill Shorten, that the Federal Govern...
Editorial
As Australian planners seek to come to terms with the Government’s Future of Financial Advice changes, Paul Resnik outlines events in the United Kingdom and their impact ...
People & Products
A month after hiring Cathryn Franks as national boutiques sales manager, Challenger has added a further five business developers to its team....
Funds management
With more and more investors wanting access to property investment advice, the expertise required is often beyond the scope of most financial advisers....
Financial planning
The way planning practices charge for advice will be key to how well they deal with Future of Financial Advice (FOFA) regulations - and charging an hourly rate is definit...
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Life/Risk
A move towards opt-in and a shift to fee-for-service remuneration may force many consumers to walk away from advice about life insurance, according to AIA head of adviser...
Financial planning
Now is no time for advisers to ease up in terms of lobbying local MPs around FOFA issues, according to AFA chief executive Richard Klipin....
Policy & Regulation
The FOFA changes are weighing heavily on planners, prompting action by the AFA and Beyond Blue....
Financial planning
Dealer group-aligned financial planning practices earn slightly less per year than those with their own Australian Financial Services Licence (AFSL), according to a Macqu...
Policy & Regulation
Financial planners are set to maintain their lobbying against the Government's FOFA proposals....
Financial planning
Lower costs for consumers and efficient administration were the top two factors advisers would like their platform provider to improve....
Editorial
While financial planners have warned that the FOFA changes will be significant, Mike Taylor reports that the Government does not see that as an impediment to achieving it...
Policy & Regulation
The Association of Financial Advisers has demanded the Government explain the actual benefits of the Future of Financial Advice (FOFA) proposals....
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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...