FINANCIAL SERVICES INDUSTRY
Financial planning
It’s time to put the vexed question of financial advice and vertical integration into perspective, writes David O’Reilly....
Editorial
It was probably inevitable that within two months of gaining office and with a minimum of fuss, the Coalition Government has sought to undo some of the last legislative a...
Financial planning
The Commonwealth Bank is calling for the introduction of a financial planner passport scheme, similar to the one operating in the United States. ...
Life/Risk
Fortnum Financial Advisers is requiring the major risk insurers to meet a higher set of standards before they can be admitted to the group’s APL as “preferred insurers”....
Financial planning
Single-office Australian Financial Services Licensees that design and deliver their service in line with best advice objectives will be successful in the future, accordin...
Financial planning
Sinodinos confirms Government’s intentions and timetable on FOFA changes along with moratorium on major change during Financial Systems Review....
Policy & Regulation
The financial services industry has broadly welcomed the Government’s move to abolish the proposed tax on super earnings over $100,000....
Superannuation
Industry welcomes Government's changes to self education expenses and the tax on superannuation earnings over $100,000. ...
Funds management
The Significant Investor Visa (SIV) program may significantly improve the net flow position of the local asset management industry – but the current regulatory environmen...
Editorial
Does ASIC really only act when complaints about particular schemes or issues “reach tsunami level”? ...
Financial planning
Social media has been heralded as the next big thing for some time now, but to make it work in their industry planners need to approach the medium differently, writes And...
Editorial
Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...
Financial planning
Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...
Editorial
A close reading of the submissions so far lodged with the Senate Committee investigating the operations of ASIC suggests the newly-elected Abbott Government will be right...
Financial planning
Nominations for Money Management/Super Review Women in Financial Services Awards close soon....
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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...