FINANCIAL PLANNING INDUSTRY

Policy & Regulation

More than 90 per cent of financial planners responding to a Money Management survey believe that the Government's current Future of Financial Advice (FOFA) changes will h...

Editorial

ASIC did not receive more funding from last Tuesday's Budget but it can expect to do so in years to come as it takes on more responsibility for delivering and overseeing ...

Editorial

With the Government’s release of its Future of Financial Advice proposals, Mike Taylor writes that the financial planning industry now has a tangible target at whic...

Financial planning

The financial planning industry loses almost as many advisers as it gains each year, which explains the slow growth in adviser numbers over the past decade, according to ...

Financial planning

The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...

Financial planning

Current default compensation arrangements for retail clients rely largely on professional indemnity insurance, and provide no guarantee that retail clients will be able t...

Editorial

The Future of Financial Advice changes may be dominating the attention of the financial services industry but Richard Gilbert points out that the Government has a great d...

Financial planning

The number of legislative and regulatory changes for the financial planning industry coming through in the next couple of years could be too burdensome and distracting fo...

Editorial

Perceptions exist that the industry super funds have succeeded in having the Government stack the cards against financial planners. Mike Taylor writes it is up to the Ass...

Editorial

The Financial Ombudsman Service (FOS) no doubt believes it is doing a good job – and it is certainly operating within the guidelines laid down by ASIC – but i...

Editorial

ASIC, hard-pressed for funding and resources, has embarked on a costly exercise aimed at determining the quality of retirement advice at a time when the underlying rules ...

Financial planning

With funding drying up and compliance requirements increasing, the mortgage origination market faces an uncertain future. Janine Mace reports....

Financial planning

Legal experts believe the Government's proposed opt-in reform will be challenged due to a potential clash with current contract law....

Superannuation

Up to three-quarters of superannuation funds are looking to substantially increase their advice offering over the next three years, while almost a quarter will look to ma...

Financial planning

The Association of Financial Advisers (AFA) has hit back at the industry super funds' campaign against adviser fees, saying their approach is simplistic and draws attenti...

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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’...

2 months 3 weeks ago

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

3 months 3 weeks ago

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

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks ago

Distribution of private credit funds through advised channels to retail investors will be an ASIC priority for 2026 as it releases the results of its thematic fund survei...

4 weeks 1 day ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

3 days 12 hours ago
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