IFSA
Editorial
In light of the numerous inquiries into financial services as well as changing attitudes to adviser remuneration, SUE VISKOVIC considers the benefits of overhauling your ...
Financial planning
At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...
Financial planning
The Parliamentary Joint Committee has been told that the absence of tax deductibility with respect to fee-for-service advice is creating a market distortion....
Financial planning
IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...
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
ASIC uses its submission to the Ripoll Inquiry to suggest more regulatory intervention and higher licensing and fiduciary standards for planners....
Financial planning
ROBERT KEAVNEY assesses the IFSA Charter on superannuation, and concludes it will lead to a fundamental change in corporate superannuation advice....
Financial planning
A Money Management round table of financial services industry chief executives has backed the concept of a co-regulatory model for the financial services industry....
Editorial
In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....
Financial planning
While trustees will have relief from FSR, clients can still sue for negligent advice....
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...
Policy & Regulation
Significant tax issues facing financial services, some recommendations likely to be excluded from consultation....
Financial planning
IFSA defends legislative requirements but says areas of financial services regime could be improved....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...