FINANCIAL SERVICES REFORM

Financial planning

The FPA is addressing concerns that uncertainty about the Tax Agents Services Act 2009 - which is intended to govern and raise the standards of the provision of tax agent...

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Editorial

Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....

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Editorial

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....

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Editorial

While much remains unresolved about future government policy and the ultimate shape of financial planning regulation, a good deal is already obvious. Change is inevitable...

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Editorial

The findings of the Ripoll Inquiry have been broadly welcomed by the financial planning industry, but as Mike Taylor reports, they will ultimately be diluted by the findi...

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Financial planning

The Government and the Treasury, rather than the Australian Securities and Investments Commission (ASIC), should lead the way in implementing changes to the financial pla...

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Financial planning

Joe Hockey has promised the Liberal Party will not support a decision by the Rudd Government to ban adviser commissions....

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Financial planning

The Financial Planning Association has called for an overhaul of the education standards for financial planners, including a minimum tertiary qualification requirement by...

Editorial

Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....

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Editorial

There may be nothing illegal about the direct marketing tactics being employed by some financial services companies, but when the regulator starts dealing with the conseq...

Editorial

Amid the push to boost education standards in the financial planning industry, experience will still be central to protecting the interests of clients....

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Editorial

Reading their submissions to the Ripoll inquiry, it's clear that not only do ASIC and Treasury hold very different views, but Treasury, in particular, has no desire to se...

Financial planning

FPA warns the Government of a double regulatory burden on planning firms as a result of the new National Consumer Credit Protection legislation....

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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...

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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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...

4 days 14 hours 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...

4 days 15 hours 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...

5 days 14 hours 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. ...

8 months 4 weeks ago

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

9 months 1 week ago