FINANCIAL SERVICES ASSOCIATION

Financial planning

At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...

Superannuation

Money Management's round table at the Investment and Financial Services Association conference also considered the future of Australia's Superannuation Guarantee. ...

Financial planning

IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...

Financial planning

The Australian Securities and Investments Commission’s submission to the Ripoll Inquiry has raised the stakes for the future of the financial planning industry but has al...

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Editorial

Is the financial services industry ready to embrace a different regulatory model in circumstances where ASIC has not lived up to the expectations of some? Mike Taylor rep...

Financial planning

ASIC uses its submission to the Ripoll Inquiry to suggest more regulatory intervention and higher licensing and fiduciary standards for planners....

Financial planning

A Money Management round table of financial services industry chief executives has backed the concept of a co-regulatory model for the financial services industry....

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Financial planning

A round-table of industry chief executives has backed calls for ASIC's intra-fund advice relief to be extended to financial planners....

Life/Risk

One of the traditional strongholds of financial planners, insurance sales, may be under threat, with the intra-fund advice regime giving superannuation funds the power to...

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Financial planning

While trustees will have relief from FSR, clients can still sue for negligent advice....

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Financial planning

A further 22 superannuation fund trustees and 47 funds make relief applications....

Financial planning

The industry needs to work harder at managing and explaining risk for super members, while planners must determine what clients hope to achieve through their investments....

Financial planning

IFSA defends legislative requirements but says areas of financial services regime could be improved....

Financial planning

The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...

Financial planning

Squabbling on the part of groups of financial planners is serving to undermine the broader interests of the financial planning industry, according to the chief executive ...

 

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago