FUTURE OF FINANCIAL ADVICE

Funds management

Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....

Financial planning

Sinodinos signals the Government’s approach to FOFA will be made public before Christmas....

Superannuation

Linda Elkins has been named Superannuation Executive of the Year in Money Management/Super Review’s Women in Financial Services Awards 2013. ...

Funds management

ASIC confirms new MDA guidelines likely in 2014....

Financial planning

Sinodinos signals changes on FOFA conflicted remuneration based on more specifics....

Funds management

Platform provider HUB24 will develop and administer investment and superannuation wrap offering for Premium Wealth Management....

Financial planning

Regulator spends big but earns its keep for Commonwealth...

Financial planning

Grandfathering has the potential to split the ranks of financial planners into two camps. ...

Editorial

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...

Superannuation

Corporate super specialists have been the most negatively affected by the Future of Financial Advice (FOFA) reforms due largely to a misunderstanding about the services t...

Financial planning

Bank executive confirms impact of grandfathering on practice funding. ...

Editorial

The Financial Services Council caused something of a stir in the financial services industry when, at its annual conference in Brisbane, it announced a policy discussion ...

Superannuation

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...

Editorial

Money Management congratulates the Coalition Liberal and National Parties on their convincing win at the 7 September Federal Election. However, in doing so, this publicat...

Financial planning

Professions working off old stereotypes need to look to future co-operation...

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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’...

3 months ago

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

3 months 3 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...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

3 days 16 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week ago
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