financial advisers

Policy & Regulation

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...

Financial planning

Planners need to differentiate risk tolerances

Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...

Financial planning

Budget divides planning organisations

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

Life/Risk

Claims management: the role of analysis, research and recommendations

In this third of a three-part series on insurance claims, Col Fullagar rounds out the concept of claims management best practice by reviewing the role of analysis, resear...

Financial planning

Adviser approval hits seven-year high

Investor satisfaction with financial advisers hits a seven-year high, with planners rated highly on trust, technical ability and performance. ...

Financial planning

Advisers seek clarity on TASA and FOFA

TASA and FOFA focus of planners’ attention....

Editorial

Planning for post-retirement outcomes

With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...

Financial planning

Provisio moves to boost engagement between advisers and clients

Provisio Technologies has announced the introduction of a range of new tools designed to increase engagement between financial advisers and clients. ...