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FINANCIAL ADVISERS
Financial planning
The Financial Services Council has confirmed transitional arrangements on volume rebates involving the grandfathering of those existing before 30 June, 2012....
Financial planning
New AFA research has confirmed FOFA risks escalating Australia's underinsurance problems....
Financial planning
The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...
Financial planning
The Treasury's two 'best interest' duty options, offered up to the Future of Financial Advice Peak Consultation Group for discussion, have been met with a mixed response....
Financial planning
Colonial First State's FirstChoice platform has embarked on a joint development with IRESS' XPLAN software, which the two companies said would reduce application turnarou...
Financial planning
The number of legislative and regulatory changes for the financial planning industry coming through in the next couple of years could be too burdensome and distracting fo...
Financial planning
The Association of Financial Advisers (AFA) has reiterated its calls for the Federal Government to enshrine the term 'financial adviser/planner' in legislation, but in sl...
Editorial
With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...
People & Products
The Association of Financial Advisers (AFA) has appointed Wealth Enhancers financial adviser Sarah Riegelhuth to chair its 2011-2012 GenXt Committee....
Financial planning
The Association of Financial Advisers (AFA) has reiterated its calls for a level playing field for all who provide financial advice to retail clients - including the indu...
Financial planning
Specialist NZ company, Southern Star Administration, has exited QROPS arrangements citing expected regulatory changes....
Financial planning
The advice industry needs to shift its thinking regarding female clients, according to advisers and consultants....
Superannuation
The majority of pre-retirees in Australia expect to work longer, while 39 per cent feel they are unlikely to meet their retirement income needs, according to CoreData res...
Financial planning
The Association of Financial Advisers (AFA) has hit back at the industry super funds' campaign against adviser fees, saying their approach is simplistic and draws attenti...
Editorial
Insurers need to reach into their own pockets to address underinsurance, writes Tim Browne....
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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...