FSI

Policy & Regulation

Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....

Financial planning

New analysis of bank annual results questions whether they are getting an appropriate return on their investment in wealth management....

Accounting

The Government’s response to the FSI report will create greater opportunities for Australians to invest in projects that match their beliefs, according to the Institute o...

Financial planning

The Government’s decision to lift minimum education standards for new planners puts 22,500 existing financial planners in limbo, DeakinPrime warned. ...

Policy & Regulation

The Government will consider further extending the existing FOFA provisions if reforms are not found to better align firm and consumer interests by 2018....

Policy & Regulation

The Government’s response to the FSI to lift professionalism in financial advice and planning through education has been welcomed by industry bodies...

Policy & Regulation

The Government’s FSI response has delivered on higher educational standards for planners together with enshrinement of the term “financial planner/adviser”....

Editorial

The Grattan Institute's Jim Minifie argues that the super governance reforms currently being pursued by the Government are defensible - but not the main game for members....

Editorial

A change of minister combined with a change in ministerial advisory personnel and Government policy attitudes has altered the dynamic for the key financial services lobby...

Superannuation

Retirement savings targets need to focus on more than relatively subsistent living, according to BT Financial Group’s chief executive....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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