grandfathering

ARTICLES

The latest Four Corners report detailing problematic TPD claims-handling have served to reinforce the value of good life/risk advisers.

15 October

Policy & Regulation

Will ASIC’s review tell the whole story on grandfathering?

The Australian Securities and Investments Commission has revealed the degree to which grandfathering will come to...

20 September

Editorial

Ending grandfathering – advisers deserve the facts

It appears that the Government moved to end grandfathering from the beginning of 2021 without knowing the precise...

The Financial Services Council is arguing for more industry self-regulation, describing Trowbridge as the “gold standard”.

17 September

Financial planning

How ASIC ran out of pages to explain grandfathering fall-out

The Australian Securities and Investments Commission chairman, James Shipton, has claimed the regulator simply...

Dec 1 2019 - 11:00pm

A new way to boost income while seeking to protect capital

With interest rates at record lows, finding income while managing risk is a challenge. The Schroder Absolute...

Schroders

16 September

Financial planning

Grandfathering – ASIC relied on sample-based data

The Australian Securities and Investments Commission has admitted that its earlier pronouncements on ending...

16 September

Financial planning

Lifespan donates $10k to AIOFP’s fund against grandfathered commissions ban

The advice network has said the grandfathered commissions are a legitimate form of income and the ban would...

5 August

Financial planning

Anomalies could disadvantage grandfathered clients

The Federal Government has been warned that its loosely-framed legislation risks forcing clients into worse...

Dec 1 2019 - 11:15pm

U.S. Outlook: Maintain balance in this election year

Recession in 2020, or will the U.S. consumer power through?

Capital Group

Federal Treasurer Scott Morrison has cited LIF and higher adviser standards as part of the Government's agenda in preference to a Royal Commission.

1 July

Superannuation

Suncorp to defend class action over fees

Conflicted fees are once again a hot legal topic, with Suncorp being hit with a class action in the New South...

2 May

Financial planning

AFA rebuts ISA grandfathering claims

The Association of Financial Advisers has expressed utter confusion at why Industry Super Australia would think...

2 May

Financial planning

Ending grandfathering impacting emotional health of advisers

The Federal Treasury has been warned that politicians have failed to understand grandfathering with the result...

30 April

Funds management

Product providers should rebate grandfathered commissions says FPA

The Financial Planning Association has told Treasury that it is the financial product providers who should be...

A co-regulatory model in relation to ASIC’s responsibilities would boost ASIC’s capacity to fulfil its responsibilities, IPA believes.

28 March

Financial planning

Govt regulates directing grandfathered commissions to clients

The Federal Government has released the regulations which it claims will ensure grandfathered commissions lost to...

The PC’s recommended default super changes would end the proliferation of super accounts and would reduce overall fees, according to IOOF.

27 March

Financial planning

FPA links commissions to fee for no service

The Financial Planning Association has restated its position on a three-year phase-out of grandfathering, claiming...

Bank employees want to deliver service to their customers instead of being under constant pressure to sell, the FSU believes.

26 March

Financial planning

AFA urges opt-in on grandfathering

The Association of Financial Advisers has urged the Federal Government to allow clients to opt-in to grandfathered...

27 February

Financial planning

Ending grandfathering has positives for some

Platform provider HUB24 has pointed to some positives from the removal of grandfathered commissions.

Members of Suncorp’s Brighter Super product have been told of a temporary data breach, making their personal details available to other members.

26 February

Financial planning

ASIC has no hard data on grandfathered commissions

The Australian Securities and Investments Commission has formally acknowledged that it has no hard data on...

Market Insights

A new way to boost income while seeking to protect capital

1 December 2019

U.S. Outlook: Maintain balance in this election year

1 December 2019

Robeco's educational modules on factor investing and sustainability

19 November 2019

Build a Strong Core

1 November 2019

EVENTS

Sep24

Future of Wealth Management Conference 2020

Adam ex-FPA member

Would the last risk adviser please turn off the lights. I can't believe there are actually...

Life/risk new sales reach 5 year low1 hour 18 min ago

Slippery Slope

In its first month of operations, the ombudsman received 6,522 complaints, a 47% increase...

ASIC tips highlight onerous new FDS regime3 hours 24 min ago

Yachticus

It makes you wonder if the erstwhile minister Senator Jane Hume, actually gets access to these...

Life/risk new sales reach 5 year low3 hours 55 min ago

grandfathering

ARTICLES

Will ASIC’s review tell the whole story on grandfathering?

Ending grandfathering – advisers deserve the facts

How ASIC ran out of pages to explain grandfathering fall-out

A new way to boost income while seeking to protect capital

Grandfathering – ASIC relied on sample-based data

Lifespan donates $10k to AIOFP’s fund against grandfathered commissions ban

Anomalies could disadvantage grandfathered clients

U.S. Outlook: Maintain balance in this election year

Suncorp to defend class action over fees

AFA rebuts ISA grandfathering claims

Ending grandfathering impacting emotional health of advisers

Product providers should rebate grandfathered commissions says FPA

Govt regulates directing grandfathered commissions to clients

FPA links commissions to fee for no service

AFA urges opt-in on grandfathering

Ending grandfathering has positives for some

ASIC has no hard data on grandfathered commissions

A new way to boost income while seeking to protect capital

U.S. Outlook: Maintain balance in this election year

Robeco's educational modules on factor investing and sustainability

Build a Strong Core

Adam ex-FPA member

Slippery Slope

Yachticus

Education

News

Features

Events

grandfathering

ARTICLES

Equities

Fixed Income

Managed Accounts

Adam ex-FPA member

Slippery Slope

Yachticus