FINANCIAL PLANNERS

Financial planning

Financial Services Minister Bill Shorten has told financial planners they haven't managed to convince him the introduction of a two-year opt-in requirement would "beat th...

Superannuation

New Roy Morgan research has confirmed Australians are ill-prepared for retirement - but those who have obtained advice are better placed than most....

Financial planning

New data reveals degree to which business borrowers are paying a premium....

Financial planning

The latest World Wealth Report has revealed that high-net-worth investors want more from planners following the global financial crisis....

Financial planning

Government spending on aged care is projected to increase from 0.8 per cent to 1.8 per cent of gross domestic product over the next 40 years, since the number of people o...

Financial planning

Education has become a buzzword in the financial services industry. Angela Faherty takes a look at what the industry is doing to improve standards. ...

Superannuation

Advisers anticipate an increased administrative burden due to proposed changes around the administration of artworks and collectibles in SMSFs, and are likely to increase...

Superannuation

SMSF Weekly is a specialist update for professionals working in the self-managed superannuation sector....

Financial planning

Capital protected products, which received a boost amid the uncertainty of the global financial crisis, are now being shunned by financial planners as too expensive and i...

Editorial

The Government needs to consider all sides of the debate as it prepares to release the Future of Financial Advice draft legislation, writes Mike Taylor....

Financial planning

E&W Strategic Partners has announced a series of independently developed workshops aimed at helping financial planners make the transition to fee-for-service....

Superannuation

Many financial planners belonging to the baby-boomer generation will retire around the same time as the majority of their clients, creating a greater need for well though...

Editorial

The Opposition spokesman on Financial Services, Senator Mathias Cormann, unquestionably hit a strong note with financial planners when he late last month told an Associat...

Life/Risk

ASIC has refused to grant licensing relief to an insurance ratings service targeting financial planners....

Financial planning

A two-year opt-in proposal will reduce the cost of financial advice, with asset-based fees resulting in consumers paying up to 17 times more, according to the Industry Su...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

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. ...

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

5 days 12 hours ago