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FINANCIAL ADVISERS
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...
Funds management
The proposed FOFA reforms could boost the use of exchange-traded funds (ETFs) by Australian retail investors, according to an industry expert....
Financial planning
A two-year opt-in proposal will reduce the cost of financial advice, with asset-based fees resulting in consumers paying up to 17 times more, according to the Industry Su...
Financial planning
Gwen Fletcher AM has been awarded Money Management's inaugural Lifetime Achievement Award for her steadfast dedication and outstanding stewardship in developing and promo...
People & Products
The Association of Financial Advisers (AFA) has appointed leading financial services researcher Dr Rebecca Shiels to its judging panel for the Adviser of the Year Award....
Policy & Regulation
The Federal Opposition will be well placed to block the Government's proposed Future of Financial Advice (FOFA) reforms passing through the Parliament next year, accordin...
Financial planning
When misconduct from within the financial services industry leads to investor loss and hardship, investors are often unaware of existing avenues of redress and do not pur...
Financial planning
Peter Joyner and Associates has lost its Australian Financial Services Licence (AFSL) for failing to maintain adequate professional indemnity (PI) insurance, among other ...
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MARKET INSIGHTS
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...