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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 Australian Securities and Investments Commission’s submission to the Ripoll Inquiry has raised the stakes for the future of the financial planning industry but has al...
Financial planning
Financial services providers should not be allowed to appeal against the removal of their licence in cases of bad advice....
Financial planning
Loan to value ratios in margin loans 'go out the window' in financial crisis....
Financial planning
Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliame...
Financial planning
The Financial Planning Association has formerly rejected a claim in a submission to the Parliamentary Joint Committee on Corporations and Financial Services that membersh...
Financial planning
ING has argued for the intra-fund advice regime to be extended to financial planners, while also calling for more stringent licensing rules and education standards....
Editorial
Is the financial services industry ready to embrace a different regulatory model in circumstances where ASIC has not lived up to the expectations of some? Mike Taylor rep...
Financial planning
The Industry Super Network has slammed the degree to which the banks and major institutions dominate financial planning and suggested commissions were a root cause of the...
Financial planning
One of Australia's largest financial planning dealer groups has told a parliamentary inquiry that there are "clear deficiencies" in ASIC's licensing process, while low ed...
Financial planning
The Institute of Actuaries has suggested that planners be required to give clients a mandatory stress test to ensure they are aware of their risk exposures....
Financial planning
A Sydney planner has argued that the appropriateness of advice should be audited by a specialist CFP panel before it is delivered to clients....
Financial planning
A submission by Professional Investment Services to a parliamentary inquiry has pointed to the use of investment platforms as one way of mitigating potential conflicts of...
Financial planning
The owner of one of Australia's largest dealer groups has recommended all AFSLs be required to periodically report to the regulator on a range of issues relating to their...
Financial planning
Legislation is required to ensure consumers can distinguish between planners providing 'independent strategy-driven advice' and those providing 'product sales-driven advi...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...