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Financial planning
A doctor-style fee-for-service model for all advice, including life insurance, would create unsustainability in the financial planning sector and prevent specialisation, ...
Superannuation
ISA’s Whiteley claims the existing default funds regime is a safety net sanctioned by three inquiries, including FSI....
Superannuation
For some financial planners industry superannuation funds are just another product option while for others they represent an unfair playing field and an attack on the adv...
Superannuation
Compare the pair. It is likely these three words are some of the best known, and most irritating, among financial planners and advisers and have grated with them for the ...
Superannuation
Industry funds have been around since the earliest days of superannuation but in recent years have moved into providing advice and banking services bringing them head to ...
Superannuation
As competition continues between industry and retail funds, new research released by CoreData suggests the industry fund sector has nudged in front when it comes to brand...
Superannuation
Vertical integration is off the radar for the time being but may come back if amendments to the FOFA legislation are revived according to ISA. ...
Financial planning
The major industry funds groups want ASIC to receive better budgetary resourcing to regulate financial planners....
Financial planning
ISA has reiterated its calls for advisers to move with haste to a fee-for-service model, with all commission-based fees banned, including on life insurance....
Superannuation
Superannuation funds’ marketing budgets would be better spent on email and newspaper campaigns than on TV advertising, new data reveals....
Financial planning
Potential mis-selling and poor advice are likely in the forestry managed investment scheme sector if amendments to FOFA are allowed to proceed, according to Industry Supe...
Editorial
The financial planning industry was simply outcampaigned on FOFA and must now look to play a longer and more strategic game....
Editorial
The retirement of Matthew Rowe after two terms as chairman of the FPA represents the closing of a chapter in the organisation’s continuing evolution. ...
Superannuation
The ISA points to the tension between members’ best interests and shareholder returns with respect to bank-owned super funds. ...
Financial planning
ISA has fired a last shot across the bows of retail financial advice before the release of the FSI report calling for the “conflict-ridden, vertically integrated business...
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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...