INTRA-FUND ADVICE

Financial planning

Questioning by a Liberal Senator has seen the Australian Securities and Investments Commission confirm that Royal Commissioner, Kenneth Hayne, got it wrong on intra-fund ...

Financial planning

A financial planning principal has questioned whether salaried advisers employed by industry funds to provide intra-fund advice are really just a modern version of the ol...

Financial planning

The Association of Financial Advisers has accused Royal Commissioner, Kenneth Hayne, of a failure to acknowledge the value of advice and a failure to understand the confl...

Financial planning

The Royal Commission has recommended the deduction of any advice fee other than intra-fund advice from a MySuper account be prohibited, while their deduction from choice ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 4 weeks 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 3 days 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 ...

6 days 12 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

2 days 15 hours ago
moneymanagement logo