FUTURE OF FINANCIAL ADVICE

Funds management

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

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Financial planning

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

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Superannuation

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

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Funds management

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

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Financial planning

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

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Funds management

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

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Financial planning

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

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Financial planning

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

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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...

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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...

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Financial planning

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

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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 ...

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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 ...

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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...

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Financial planning

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 6 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 10 hours ago