FUTURE OF FINANCIAL ADVICE

Financial planning

Investor satisfaction with financial advisers hits a seven-year high, with planners rated highly on trust, technical ability and performance. ...

Policy & Regulation

Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....

Policy & Regulation

ISA chief executive David Whiteley calls for Government’s pause to be used to develop constructive consensus on FOFA....

Financial planning

Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....

Financial planning

Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...

Policy & Regulation

Several financial services industry bodies throw support behind FOFA amendments tabled in Parliament yesterday. ...

Financial planning

Planners watch events in ICAC and hope they do not impact pace of FOFA changes....

Financial planning

Centrepoint Alliance to assist planners gain their own licence and secure PI cover ...

Policy & Regulation

The Assistant Treasurer, Senator Arthur Sinodinos, says ASIC will monitor FOFA changes to ensure they are meeting their objectives....

Policy & Regulation

The Assistant Treasurer, Senator Arthur Sinodinos, says the regulatory changes to FOFA will be ready by the end of this month....

Policy & Regulation

ASIC has sidestepped claims that FOFA amendments were a negative step and its enforcement approach allowed advisers a free hand....

Superannuation

The relaunch comes with the prospect of allowing sales commissions back into financial advice, ISA says. ...

Financial planning

Greg Medcraft says financial planning needs to undergo further cultural change, as the sector remains one of the riskiest regulated by ASIC. ...

Financial planning

Former High Court judge Sir Anthony Mason dismisses suggestions FOFA changes will compromise best interests. ...

Financial planning

Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...

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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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