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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....
Financial planning
Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...
People & Products
Morningstar Australasia has appointed former Macquarie Adviser Services strategic business manager Nigel Crampton as its new head of sales....
Superannuation
A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....
Financial planning
Client satisfaction surveys are better for the advice industry than a sales philosophy....
Financial planning
A conditional exemption has been granted for Australian advisers to be able to continue to service clients in New Zealand....
Editorial
Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...
Editorial
Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...
Superannuation
The Federal Government's decision to ban commissions on all life and risk products within superannuation will only serve to add another layer of complexity and confusion,...
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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...