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Financial planning
The Association of Financial Advisers (AFA) is about to launch a special award for female financial advisers, aimed at tackling the gender gap in the industry....
Tools & guides
Contribution planning above the non-concessional caps is essential for superannuation, but you have to make sure it counts, writes Damian Hearn....
Financial planning
Tax is an integral part of a client's financial affairs - particularly in relation to superannuation - so financial advisers need to regularly discuss it with clients. Ja...
Financial planning
Some planners and certainly some industry funds support ASIC's view on the use of asset-based fees....
Financial planning
Almost a quarter of the UK's financial advisers are unsure of what their future professional status will be, due to uncertainty about stringent new training standards, ac...
People & Products
In its aim to strengthen its brand, the Association of Financial Advisers (AFA) has appointed a marketing and strategy manager....
Financial planning
Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....
Financial planning
Financial planning dealer groups and practice principals are rethinking staff incentivisation packages in light of the Future of Financial Advice (FOFA) reforms, although...
Accounting
National Institute of Accountants members vote overwhelmingly to change names and embrace 'Public Accountant' designation....
Policy & Regulation
The National Institute of Accountants (NIA) has launched an assistance program focused on the proposed Future of Financial Advice reforms, which the association says will...
People & Products
Australian Unity has appointed Mark Oliver to head up its risk insurance channel and help strengthen the firm’s relationship with accounting firms....
Financial planning
Financial advice issues are still a significant factors in complaints handled by the Financial Ombudsman Service....
Policy & Regulation
Academic claims ASIC got fiduciary duty wrong and really meant ‘best interests’....
Financial planning
Calls for the removal of Approved Product Lists have emerged, with some industry participants claiming they have the potential to erode the quality of advice given to cli...
Financial planning
Former High Court judge and patron of the SPAA, Sir Anthony Mason, believes intra-fund advice should be subject to the same fiduciary duty obligations as full advice....
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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...