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Financial planning
Chartered Accountants Australia and New Zealand are urging the Government to simplify the arrangements around the tax deductibility of advice fees....
Financial planning
The ABA is backing the Federal Government’s recommendation of co-regulation as a solution to FOFA issues....
Financial planning
The Assistant Treasurer has confirmed he will consult all relevant stakeholders in the advice sector before putting into place any recommendations around adviser standard...
Financial planning
Life/risk advisers concerned at reports FSC submission urges 20 per cent flat commission and five-year responsibility period....
Financial planning
After this week’s leadership challenge the Federal Government will not waste political capital championing changes to FOFA according to the AFA....
Policy & Regulation
The AFA has been accredited with the TPB, allowing eligible members a new avenue to seek registration with the board. ...
Financial planning
Concerned that the Trowbridge report reflects their working reality, life/risk advisers dominate 130 submissions to the Life Insurance and Advice Working Group....
People & Products
Financial planning firm, Anne Street Partners (ASP), has appointed former St George Financial Planning executive, Jason Dunn, to the role of head of strategy and advice w...
Financial planning
Financial advisers’ fee structures abet “closet indexing” by fund managers, creating a clear conflict of interest between planners’ earnings and their clients’ best inter...
Funds management
Retail investors significantly lack geographical and asset class diversification in portfolios, Goldman Sachs Asset Management found....
Financial planning
Client relationships are the only real value financial advisers can bring to the table as automation increasingly replaces the process work, Wayne Leggett said....
Financial planning
Accounting graduates may prove the “feeding ground” for the evolving financial advice space, according to the head of the AFA. ...
Financial planning
FPA backs FSI recommendation that ASIC be given product intervention powers. ...
Financial planning
New research suggests few superannuation fund members have any real idea of the life insurance they hold inside super....
Financial planning
Strong interest from Money Management readers sees plans for reignition of crowd-sourced pro-adviser campaign....
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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...