FINANCIAL SERVICES ASSOCIATION
Financial planning
The arrival of the Financial Services Reform Act in March last year engendered mixed feelings among those working in the financial services industry. At the corporate end...
Financial planning
Financial Planners will face tougher conduct guidelines after a new code of practice was issued today, raising the bar on disclosure and urging advisers to give up commis...
Financial planning
The Australian Shareholders’ Association is fighting the Government’s proposed watering down of the ‘100-member rule’ for placing a resolution on the agenda of a company’...
Accounting
The financial planning and fund management industries will push for accountants to be expelled from a Financial Services Reform Act exemption, claiming they will oversell...
Financial planning
The Investment and Financial Services Association has welcomed a suggestion by the Minister for Administration and Finance, Nick Minchin, that he is in favour of abolishi...
Financial planning
Women could be the big winners from the superannuation co-contribution scheme for low income workers, with more than 126,000 expected to have their retirement savings top...
Financial planning
Fund managers and product providers may still fail to meet the deadline for compliance with the new dollar disclosure regime despite the Australian Securities and Investm...
Financial planning
Without a doubt, the introduction of the Financial Services Reform Act (FSRA) on March 11 was a watershed for the industry....
Financial planning
Financial planners are expected to get the first glimpse at the latest get tough approach to policing the profession this week, with the Financial Planning Association (F...
Financial planning
The Investment and Financial Services Association (IFSA) has re-elected Perpetual Trustees managing director David Deverall, MLC chief executive retail investment Stephen...
Financial planning
Equity markets are firing, clients are safe in the knowledge that the financial services industry is now governed by one of the world’s most rigorous consumer protection ...
Superannuation
So you think there is nothing to vote for at the upcoming federal election? If you are a financial planner, think again, writes Rebecca Evans....
Financial planning
Platform provider Navigator today became the latest fund manager to roll-out its own Term Allocated Pension products ahead of law changes that will see the new income str...
Financial planning
The Investment and Financial Services Association has honoured some of the industry’s leading authorities in technical services, taxation, public policy and administratio...
Financial planning
The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...