FINANCIAL PLANNERS

Financial planning

FPA’s Ask an Expert week reveals strong demand for professional advice....

Financial planning

The increasing complexity of financial services legislation is responsible for the growing levels of frivolous legal claims against planners. ...

Superannuation

Some financial planners are already drawing their advice fee from their clients’ super accounts. ...

Editorial

As the financial planning industry moves into 2014 it does so in the knowledge that the Abbott Government has delivered on its undertakings to address what it regarded as...

Financial planning

Transparency around who is an “aligned” or “non-aligned” adviser deemed vital....

Financial planning

Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...

Financial planning

Centrepoint’s Peter Kelly outlines some of the issues that will require the attention of the advice profession – and their possible impacts – in 2014....

Financial planning

Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....

Financial planning

Industry Super Australia worries that changes to FOFA will bring conflicted remuneration back to financial advice....

Financial planning

A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....

Financial planning

Planners still required to provide FDS until FOFA amendments become law....

Financial planning

The release of draft amendments to FOFA have been welcomed but representative bodies still to pick through the details...

Policy & Regulation

Planners providing tax advice will have to adhere to the newly-released guidelines on managing conflicts of interest under TASA....

Financial planning

Aon Financial Services Group merged to create new single division...

Financial planning

The AFA wants the Financial Systems Review to encompass both PI and the external dispute resolution processes....

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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’...

1 week 4 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 14 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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