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FINANCIAL ADVISERS
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...
Financial planning
Commission rebate services may be perceived as competing with financial advisers, but they can actually help advisers place control over fees back into the hands of clien...
Editorial
The reaction to my move from a generalist technical role to one specialising in risk advice and adviser business growth was seen by some colleagues and advisers as a move...
Financial planning
Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...
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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...