FINANCIAL ADVISERS
Financial planning
The Association of Financial Advisers (AFA) has signaled it is devising a "consumer-centric" program for its October national conference on the Gold Coast....
Financial planning
The FPA has hit back at the Government’s claim that financial adviser misconduct is the only reason why compensation has been awarded to victims of the Trio Capital colla...
Financial planning
Colonial First State has relaunched its regulatory reforms website for financial advisers to cope with post-FOFA environment. ...
Editorial
Financial planners are going to be fundamentally affected by the Tax Agent Services Act but, as Cecilia Storniolo explains, there will be many unanswered questions almost...
Financial planning
The end of a financial year is a period when planners rush to help their clients with tax strategies, but as Janine Mace reports, it is important they focus on their own ...
Superannuation
APRA tells super funds that, utilising the new SuperStream arrangements, rollovers should be completed within three days....
Financial planning
AFA wants legislation to reflect that there is no difference between planners and advisers....
Financial planning
Financial advisers have been listed as the dominant distributors of retail structured products in Australia by research undertaken by IOSCO. ...
Financial planning
Superfund Wholesale has announced the launch of a new cloud-based app designed to help financial advisers establish SMSFs in 20 minutes or less. ...
Financial planning
The new remuneration model announced by Commonwealth Financial Planning will assess advisers on both financial and non-financial performance, and will see the introductio...
Financial planning
FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....
Superannuation
In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...
Financial planning
With ASIC delaying its work on a financial planner training framework, progress on raising the bar on education seems to be stuck in limbo, writes Tim Stewart....
Life/Risk
Knowing what to do to avoid major pitfalls at claim time is where advisers’ true value lies, according to Col Fullagar....
Financial planning
Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...
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MARKET INSIGHTS
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...