financial advisers

Financial planning

Report calls for higher education standards and enshrinement

Senate Committee recommends higher education, professional association membership and enshrinement of ‘financial planner’ in report on ASIC performance...

Policy & Regulation

'Can you trust ISA on FOFA?’: AFA

Questions are being asked about Industry Super Australia’s integrity after its 'Compare the Pair’ advertising campaign was labelled as potentially misleading by ASIC....

Financial planning

Advisers encouraged to use IT to engage with clients

Financial advisers should be taking advantage of new technologies to market their services to clients....

Financial planning

Grandfathering still hindering quality advice

The grandfathering problems that plagued the advice space a year ago continue to stymy advisers and remain heavy burden on consumer choice, the Association of Financial A...

Policy & Regulation

Cormann moves to impose FOFA changes

The Federal Government has moved to impose much of its FOFA changes by almost immediate regulation but with significant tightening around conflicted remuneration....

Editorial

Whistling up the watchdog

Mike Taylor writes that if the Senate Committee inquiry reviewing the actions of ASIC has achieved nothing else, it has has identified just how reliant the regulator has ...

Editorial

ETF: The low-cost revolution

ETFs lay in the shadow of other investment vehicles for almost a decade, but the last two years have seen their value skyrocket. Could it have anything to do with regulat...

Financial planning

AFA and Zurich revamp Adviser Award

The Association of Financial Advisers (AFA) and foundation award partner Zurich have launched the inaugural advice practice of the year award....

Policy & Regulation

Cormann claims vindication on FOFA

The Minister for Finance, Seantor Mathias Cormann claims vindication on the back of the FOFA findings of the ABC Fact Checking unit....

Policy & Regulation

Bowen 'scaremongering’ on FOFA reforms: ABC

Claims that the Federal Government’s proposed changes to the Future of Financial Advice (FOFA) reforms could cost retirees’ their life-savings are 'scaremongering’, accor...

Policy & Regulation

ISA misrepresented bankers on FOFA reforms

Claims that the major banks are seeking the reintroduction sales commissions for financial advices and compulsory super, are misleading the Australian Bankers’ Associatio...

Financial planning

AFA clarifies view on general advice

The AFA has restated its wariness about the general advice exemption at a Senate hearing. ...

Superannuation

SMSF online form with checking tools

Self-managed super fund (SMSF) service provider Heffron has launched an online SMSF form with in-built checking tools to avoid compliance headaches....

Editorial

Everything you need to know about Bitcoin

The growing acceptance of the new electronic currency, Bitcoin, is threatening to disrupt and change the global financial system. Mark Thomas explains why investors and a...