FINANCIAL ADVISERS

Editorial

As planners grapple with how to implement the changes flowing from the FOFA reforms, David Hasib examines the stark choices that many will have to make, including actuall...

Financial planning

Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...

Policy & Regulation

The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...

Superannuation

AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...

Funds management

van Eyk has warned advisers and clients not to jump into any investment decisions based on New Year predictions....

Superannuation

Advisers need to be careful about whether parties are related when considering in-house assets in super, according to Scott Hay-Bartlem from Cooper Grace Ward....

Financial planning

The Financial Services Council's backdown on its 'churning' policy has been welcomed by the Association of Financial Advisers (AFA)....

Financial planning

As more financial advisers go down the specialist path, establishing a successful financial advice business in the new regulatory landscape may require a similar approach...

Financial planning

Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....

Life/Risk

In the ongoing debate about risk insurance fees versus commission, it’s time to think about the financial adviser's value proposition, writes Col Fullagar. ...

Financial planning

MLC-backed dealer group Godfrey Pembroke has added Tasmanian-based advice and accounting firm Collins SBA to its ranks....

Financial planning

Up-to-date insurance data feeds can improve practice management for financial advisers, but more insurers need to come on board, AFA chief executive Brad Fox said....

Financial planning

AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....

Superannuation

New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....

Financial planning

Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....

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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. ...

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

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