FINANCIAL ADVISERS

Accounting

It may be as late as mid-2013 before the new accountants' advice regime is up and running....

Accounting

By becoming licensed to provide financial advice, accountants will be able to charge clients for advice they are currently "giving away for free", says head of SMSF Advic...

Financial planning

In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...

Financial planning

Most financial advisers want access to a broad Approved Product List (APL) before they make the decision to join a licensee....

People & Products

In an effort to drive its growth strategy, Guardian Advice has expanded its senior managerial team with the appointments of John Gray, Patrick Casey and Richard Johnson....

Editorial

Forrester Cohen chief executive officer John Moore provides financial advisers with some recommendations on how to help clients choose the right direct property opportuni...

Policy & Regulation

The Government’s Future of Financial Advice (FOFA) legislation passed through the Senate yesterday, but there seems to be some confusion over whether the terms 'financial...

Financial planning

With submissions being considered by ASIC, it is essential that the financial services industry understands the potential ramifications of removing the current pay-for-ra...

Editorial

Given the slowest share market recovery in years, many investors will wait it out before diving back in. But taking the same approach with asset allocation in superannuat...

Financial planning

Ratings house Zenith has granted "recommended" ratings to BetaShares Australian High Interest Cash ETF and BetaShares Gold Bullion ETF - Currency Hedged....

Policy & Regulation

The Government's Future of Financial Advice (FOFA) bills have passed the Senate, moving the hard compliance date back to 1 July 2013....

Editorial

Mike Taylor writes that the Federal Opposition has signalled some of the so-called ‘concessions’ extracted around the passage of the FOFA bills may not have a life beyond...

Policy & Regulation

The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...

Financial planning

Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....

Financial planning

Client satisfaction with their advisers' skills and reliability has improved significantly in the past six months despite stagnant share market performance....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

1 week 1 day ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week 2 days ago