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Financial planning

Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliame...

Financial planning

The financial services industry is faced with a considerable unknown regarding the future of the bank deposit guarantee, according to IFSA deputy chief John O'Shaughnessy...

Financial planning

Treasury announces ASIC to be responsible for supervision and enforcement of the laws against misconduct on Australia's financial markets....

Financial planning

ING has argued for the intra-fund advice regime to be extended to financial planners, while also calling for more stringent licensing rules and education standards....

Financial planning

CAROLINE MUNRO reports on the pressing need for better retirement products, particularly in light of the growing longevity risk in Australia and the impact of the global ...

Financial planning

ASIC uses its submission to the Ripoll Inquiry to suggest more regulatory intervention and higher licensing and fiduciary standards for planners....

Financial planning

With investors profiting from India's growth, the new political environment augurs well for the country's future prosperity, writes INDY SINGH....

Superannuation

What legislation has been passed and what's in store from July 1, 2009? JOHN CIACCIARELLI provides an update....

Financial planning

A round-table of industry chief executives has backed calls for ASIC's intra-fund advice relief to be extended to financial planners....

Financial planning

There’s no time like the present to make salary sacrifice, personal deductible and non-concessional contributions into superannuation and take advantage of the market slu...

Financial planning

The Financial Planning Association and the Association of Financial Advisers are to join together to push regulatory reform of the financial services industry....

Financial planning

Draft margin lending regulations and 'example documents', including a draft Product Disclosure Statement, are likely to be released within the next couple of weeks, accor...

Financial planning

Perceived uncertainty surrounding the current reviews of superannuation needs to be seen in perspective, with the reviews providing the opportunity to lock in long-term p...

Financial planning

Legislation is required to ensure consumers can distinguish between planners providing 'independent strategy-driven advice' and those providing 'product sales-driven advi...

Policy & Regulation

Significant tax issues facing financial services, some recommendations likely to be excluded from consultation....

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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’...

5 days 1 hour ago

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

4 weeks 1 day ago

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

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 2 days ago