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FINANCIAL ADVISERS
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 ...
Tools & guides
What does ';best interests' advice mean for financial advisers? Pam Roberts reports....
Financial planning
No new licensee arrangements have been discussed following the AMP/AXA merger, according to AMP Financial Services managing director Craig Meller....
Policy & Regulation
More than 90 per cent of financial planners responding to a Money Management survey believe that the Government's current Future of Financial Advice (FOFA) changes will h...
Financial planning
The structure of agribusiness managed investment schemes (MIS) would need to change radically before they become attractive again to financial advisers, according to Prof...
Editorial
With the Government having released its FOFA proposals, Rick Cosier writes that financial planners have fallen victim to a range of blatant misconceptions that need to be...
Policy & Regulation
Midwinter has made a range of changes to its Client Manager and Reasonable Basis software in response to the Government's recently announced FOFA reforms....
Financial planning
The Association of Financial Advisers (AFA) has launched its Female Excellence in Advice award, which the association said would address gender inequity within the indust...
Financial planning
Count will apply for second AFSL and aim to become the IDPS operator and RSE with respect to its strategic platform offerings in response to the banning of volume-related...
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MARKET INSIGHTS
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...