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Financial planning
Perpetual warns the Government against adopting a default approach to the provision of advice within super....
Financial planning
The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning indust...
Financial planning
Trailing commissions account for 35 per cent of revenue in the financial planning industry....
Financial planning
BT Financial Group has used its submission to the second phase of the Cooper Review to argue for cost reductions at the same time as calling for equity on intra-fund advi...
Financial planning
The Association of Financial Advisers (AFA) has rejected claims by the Industry Super Network that financial advisers are putting an 'indefensible drag' on Australia’s re...
Superannuation
With increased life expectancies come increased health care costs later in life, which can make a considerable dent in retirees' savings and any legacy they hoped to leav...
Financial planning
Moves to resolve conflict of interest issues are being undermined by the 'divided loyalties' the Corporations Act encourages, argues FPA deputy chief executive Deen Sande...
Financial planning
In the wake of a challenging year, a number of major hurdles lie ahead for financial planners, writes Richard Klipin....
Financial planning
Having proven itself resilient, it is time for the Australian funds management industry to take its skills and experience to the world, writes John Brogden....
Financial planning
A new submission to the Cooper Review has suggested that the dominance of financial planning by banking institutions is more worrying than the payment of commissions....
Financial planning
The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...
Financial planning
The new regime for margin lending imposes new responsible lending requirements and clarifies responsibility for providing notification of margin calls, ASIC said....
Financial planning
Questions have been raised about whether financial advisers paid a salary by a superannuation fund will find their circumstances challenged as a result of the introductio...
Financial planning
Claire Wivell Plater, director of Gold Seal Risk Management Services, has questioned the need for imposing a fiduciary duty on financial advisers, who she proposes in man...
Financial planning
The Parliamentary Joint Committee (PJC) Inquiry into Financial Services and Products has recognised the need to lift the training and entry requirements for the financial...
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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...