FINANCIAL ADVISERS

Accounting

FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....

Superannuation

Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...

Financial planning

AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....

Financial planning

Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....

Superannuation

Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...

Financial planning

Financial advisers who focus on communication with clients benefit at the bottom line...

Policy & Regulation

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

Financial planning

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...

Editorial

As interest rates fall, making cash and term deposits less attractive to investors, there’s an increased level of interest in property. However, a stampede back into the ...

Policy & Regulation

Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....

Financial planning

AQR Capital Management has announced the introduction of new unit class within its AQR Global Risk Premium Trust....

Superannuation

Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...

Financial planning

The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....

Editorial

ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...

Policy & Regulation

ATO to ask individuals and advisers to explain offshore tax structures. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 14 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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