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FINANCIAL PLANNERS
Policy & Regulation
Accountants, doctors and other should be excluded from the coverage of claims handling as a financial service and insurers should be allowed to continue giving ‘factual s...
Policy & Regulation
Advisers and their clients should retain control of opt-in arrangements and there should be flexibility for low fee-paying clients with less frequent interactions, accord...
Financial planning
The Australian Securities and Investments Commission has been accused of unilaterally and quietly raising the per adviser levy to $1,142....
Financial planning
Financial advisers are being asked to do no more than other professions in terms of assessing their obligations under Standard 3 of the adviser code of ethics, according ...
Financial planning
After two decades of stress and pressure from reforms, planners are now facing their own economic uncertainty as many will exit the industry in the new year, according to...
Financial planning
Money Management is seeking to gauge adviser attitudes to the Financial Adviser Standards and Ethics Authority in the wake of the recent controversy around the code of et...
Financial planning
The Financial Planning Association has launched FPA Community, for the 14,000 membership to connect online....
Life/Risk
Fewer financial planners consider client-related challenges to be significant when it comes to growing insurance advice, according to a report....
Financial planning
Most Australian retirees are not involved with any financial professionals and navigate their way through their retirement finances independently, according to Franklin T...
Financial planning
The Tax Practitioner’s Board is offering grandfathered arrangements to cover tax financial advisers and others if it succeeds in convincing the Government to allow the re...
Financial planning
Market analysts are pointing to some key obstacles for AMP Limited, not least the so-called ‘Halloween deadline’ for the exit of unprofitable planners....
Financial planning
Advisers would do well to assume worst-case scenario outcomes when it comes to extending the Financial Adviser Standards and Ethics Authority deadlines, according to weal...
Policy & Regulation
A new frequent flyer promotion by AustralianSuper has generated criticism from some financial advisers....
Top 100
The last 12 months caught the financial planning industry in the middle of a transition and struggling to figure out what the new rules of the game will be in a still-evo...
Financial planning
The Australian Securities and Investments Commission has admitted that its earlier pronouncements on ending grandfathered commissions was based on sample-sized data....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...