FUTURE OF FINANCIAL ADVICE

Financial planning

The Association of Financial Advisers has declared to the Royal Commission that the debate over the removal of grandfathered commissions is now running out of control wit...

Financial planning

The Financial Planning Association has suggested risk rating financial products to better target consumer protections....

Features

Mike Taylor writes that the creation of the Financial Adviser Standards and Ethics Authority has brought the financial planning industry to another crossroad on its journ...

Financial planning

Tax rules need to be reformed to enable consumers claim for all the costs associated with developing a financial plan, and produce long-term economic benefits, the IPA be...

Financial planning

Tax rules need to be reformed to enable consumers claim for all the costs associated with developing a financial plan, and produce long-term economic benefits, the IPA be...

Editorial

The industry funds are seeking to play the consumer protection card in their defence of the default funds under modern awards regime but the real beneficiaries of the sta...

Financial planning

After this week’s leadership challenge the Federal Government will not waste political capital championing changes to FOFA according to the AFA....

Financial planning

Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...

Financial planning

The political wrangling around financial advice reforms have passed over the heads of most consumers who have yet to be convinced of their relevance according to Adviser ...

Superannuation

Vertical integration is off the radar for the time being but may come back if amendments to the FOFA legislation are revived according to ISA. ...

Financial planning

Potential mis-selling and poor advice are likely in the forestry managed investment scheme sector if amendments to FOFA are allowed to proceed, according to Industry Supe...

Financial planning

The AIST has called on the Government to draw a distinction between bank aligned and independent financial planners....

Policy & Regulation

The FSI final report has placed stockbrokers squarely in the regulatory cross-hairs....

Financial planning

ISA has fired a last shot across the bows of retail financial advice before the release of the FSI report calling for the “conflict-ridden, vertically integrated business...

Policy & Regulation

Minister for Finance, Senator Mathias Cormann, declares the Government is still working to agree more “non-contentious” FOFA refinements....

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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 2 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 1 week 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 2 weeks ago

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

1 week 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 1 day ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 5 days ago
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