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Financial planning
The Financial Services Council has canvassed the imposition of capital requirements on advice licensees as part of any compensation scheme of last resort at the same time...
Policy & Regulation
Research and ratings house Lonsec is suggesting to financial planning firms that it may need its services in appropriately meeting the requirements of the new Financial A...
Superannuation
Getting rid of the complexities of the superannuation system will allow financial advisers to focus on helping individuals understand what retirement means for them rathe...
Financial planning
Compensation paid by the six largest banking and financial services institutions for fee-for-no-service and non-compliant advice is at $749.7 million, according to the co...
Financial planning
The Australian Securities and Investments Commission has confirmed how it placed conditions on superannuation funds which had the effect of ending the payment of commissi...
Financial planning
Superannuation funds have been ‘engaged’ by the regulators over payments to financial advisers and other third parties....
Financial planning
Advisers continue to perform well in the Financial Adviser Standards and Ethics Authority exam, with 86% passing the December sitting....
Financial planning
How the Government proposes to approach yearly opt-in and fee arrangements is expected to be made clearer in the next week or so and financial adviser groups are bracing ...
Financial planning
The Financial Planning Association has sought to make very sure that advisers do not get negatively roped into the current debate around stamping fee exemptions....
Financial planning
Technological changes will be on the backburner this year as advisers focus on education, revenue model, and potentially licensee changes, according to Centrepoint Allian...
Financial planning
As more advisers looking for new licensees as a result of consolidation and aligned institutions shedding advice arms, advisers need to look past just price and discounts...
Financial planning
A third of advised life insurance clients are considering changing their advisers because of the cost, lack of contact or the perception of poor service....
Policy & Regulation
Accountants, doctors and other should be excluded from the coverage of claims handling as a financial service and insurers should be allowed to continue giving ‘factual s...
Financial planning
IOOF has confirmed the existence of 67 advisers it regards as being in the high risk category as it gets ready to start client remediation early this year....
Financial planning
Financial advisers need to start asking which parts of the value chain benefit from hidden or indirect fees to help avoid conflicts of interest and grow their business, a...
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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...