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Financial planning
Two financial advisers have been banned for life following separate investigations by the Australian Securities and Investments Commission....
Financial planning
Financial Services Minister Bill Shorten has told financial planners they haven't managed to convince him the introduction of a two-year opt-in requirement would "beat th...
Superannuation
An increase in SMSF gearing enquiries has prompted Multiport to launch a new product....
Financial planning
Financial advisers have a more bullish outlook for investment markets in the new financial year compared to their clients, according to a Count Financial survey....
Funds management
There will be a surge in the number of investors embracing exchange-traded funds in the next two years, since they are increasingly being taken up by financial advisers....
Financial planning
Synchron is encouraging its advisers to lobby politicians against the FOFA reforms, which it says pander to the 'socialist' union super fund movement....
Financial planning
While the soft dollar spotlight has been firmly shone on all-expenses paid trips and lavish gifts given to financial advisers, the Treasury's proposed ban on these paymen...
Financial planning
Suncorp-owned dealer group Guardian Financial Planning has formed a partnership with the Association of Financial Advisers (AFA), joining the AFA's Licensee Partnership P...
Financial planning
Financial advisers and the life insurance industry have failed in communicating the value of life cover to the majority of Australians and potential clients, new research...
Editorial
The Government needs to consider all sides of the debate as it prepares to release the Future of Financial Advice draft legislation, writes Mike Taylor....
Financial planning
The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...
Superannuation
The Australian Institute of Superannuation Trustees has broadly supported proposed CP153 requirements, but suggested more flexibility in the supervisory year....
Policy & Regulation
Smaller platform providers claim large institutions that have financial products, administration services and distribution networks under one umbrella will find ways to p...
Editorial
The Opposition spokesman on Financial Services, Senator Mathias Cormann, unquestionably hit a strong note with financial planners when he late last month told an Associat...
Financial planning
Fixed and asset-based fees can co-exist as adviser remuneration methods as long as each method is used for the appropriate product, according to OneVue chief executive of...
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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...