FINANCIAL SERVICES REFORM

Editorial

Financial planners are required to be members of an approved external disputes resolution service but they may not always know whether they are getting value for money....

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Financial planning

John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....

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Financial planning

Succession planning is the number one concern for financial advisers in ANZ's non-bank channels, according to ANZ general manager, advice and distribution Paul Barrett....

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Financial planning

Opposition puts regulators and industry funds on notice referencing parliamentary accountability and competitive neutrality....

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Editorial

In order to bring back the appeal of managed funds, Australia needs to comply with the newly created international standards on managed fund structures, according to Harv...

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Financial planning

Australia's current financial markets' regulatory structure gives it an advantage compared to the byzantine structures in other markets, according to Nick Sherry....

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Financial planning

After the introduction of the FOFA changes, financial advisers will need to use their soft skills to articulate the value of their advice. Chris Kennedy reports....

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Editorial

If Bill Shorten did not already have enough reason to announce appropriate transition periods for the implementation of FOFA and the Stronger Super legislation, he might ...

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Editorial

It became apparent during the Parliamentary Joint Committee hearings held to review the Future of Financial Advice (FOFA) bills that the legislation requires significant ...

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Policy & Regulation

ASFA has pointed to "material differences" between what the Government has promised on FOFA and what is contained in its draft legislation....

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Superannuation

The Institute of Chartered Accountants of Australia superannuation expert Liz Westover has warned that with the amount of change occurring within financial services, ther...

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Financial planning

The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...

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Editorial

A significant portion of the Australian population does not understand what constitutes financial advice and that it remains far too easy for people operating well outsid...

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Editorial

Jim Minto reflects on the recent delisting of Tower Australia, and what it will mean for the company....

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Funds management

With an increasing number of financial advisory groups offering some form of property advice either through in-house specialists or through a referral agreement, property...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

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 1 week 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