financial advisers

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

Big jump in ETF users predicted

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 rallies against 'socialist' agenda

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

Soft dollar bans could affect marketing

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

Guardian partners with AFA

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

Advisers and insurance industry fail in demonstrating value

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

FOFA needs a balanced approach

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

ASIC canvasses opinions on research

The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...

Superannuation

AIST proposes CP153 adjustments

The Australian Institute of Superannuation Trustees has broadly supported proposed CP153 requirements, but suggested more flexibility in the supervisory year....

Policy & Regulation

Instos could bypass FOFA

Smaller platform providers claim large institutions that have financial products, administration services and distribution networks under one umbrella will find ways to p...

Editorial

Independents’ critical FOFA roles underscored

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

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

ETFs to become more attractive for advisers

The proposed FOFA reforms could boost the use of exchange-traded funds (ETFs) by Australian retail investors, according to an industry expert....

Financial planning

Opt-in to reduce costs for consumers, claims ISN

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

Financial planning's first lady

Gwen Fletcher AM has been awarded Money Management's inaugural Lifetime Achievement Award for her steadfast dedication and outstanding stewardship in developing and promo...