IFSA

Financial planning

The Investment and Financial Services Association has released a substantially revised version of its industry standards, starting with its code of ethics and code of con...

Financial planning

The Parliamentary Secretary to the Treasurer, Chris Pearce, has indicated that a significant degree of consumer education is needed before the large number of legacy prod...

Financial planning

Abstract Long...

Financial planning

Australia’s financial services framework has proven itself to be world leading, with the South African financial services industry set to implement an Australian type mod...

Financial planning

The Investment and Financial Services Association has broadly welcomed a proposal by the Parliamentary Secretary to the Federal Treasurer, Chris Pearce, to introduce a $1...

Financial planning

An industry review of the Code of Practice on Alternative Forms of Remuneration has found local licensees and planners have adapted well to the disclosure regime....

Financial planning

The introduction of the Tax Law Amendments (Simplified Superannuation) Bill into Parliament has drawn mixed reactions from the financial services industry....

Financial planning

The growth potential of the life industry in Australia is being curtailed by “poor consumer understanding of the true benefits of life and related insurance”, according t...

Superannuation

A survey of investor sentiment conducted by the Investment and Financial Services Association shows a high level of importance is being placed on retirement savings, a la...

Financial planning

The Investment and Financial Services Association will this week release the results of research revealing a distinct improvement in consumer sentiment towards financial ...

Superannuation

Financial planners are now involved in instigating more SMSFs than accountants, according to a new IFSA/Investment Trends survey of the sector....

Financial planning

The Anti-Money Laundering and Counter Terrorism Financing Bill has entered its next phase of passing into federal legislation with its introduction yesterday into Parliam...

Funds management

Australia’s hedge fund industry may need to step us as a new export vehicle for the country, given the nation’s current account deficits and the fact it cannot rely on th...

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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 20 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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