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Financial planning
The Australian Securities and Investments Commission is conducting an exhaustive audit of the operations of the country’s largest Australian Financial Services Licensees....
Financial planning
Recent action in the NSW Supreme Court over the status of Adviser Service Fees when authorised representatives change licensees appears to have raised more questions than...
Editorial
This year promises to be interesting year for the entire financial services industry, writes Jim Minto....
Financial planning
More people are at risk of an ATO risk review or audit with the ATO's 'wealthy' barometer falling from $30 million net assets to $5 million....
Financial planning
ASIC has banned a Victorian financial planner from providing financial services for five years for, among other things, misleading his clients and providing clients with ...
Financial planning
Macquarie Group is preparing to implement changes to its remuneration arrangements for employees, which were announced in December last year....
Funds management
Research has found advisers don't fully trust ratings houses that rely on fund manager payments as their main source of revenue....
Financial planning
ASFA has urged the Cooper Review to separate out advice fees in relation to super and to eliminate commission-based remuneration....
Financial planning
Cooper Review urged to recommend the abolition of entry and exit fees, including the take by planners....
Editorial
While much remains unresolved about future government policy and the ultimate shape of financial planning regulation, a good deal is already obvious. Change is inevitable...
Financial planning
With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch....
Financial planning
A year of extremes has forced the industry to step up and meet the demands of clients, writes Brian Bissaker....
Financial planning
In the wake of a challenging year, a number of major hurdles lie ahead for financial planners, writes Richard Klipin....
Financial planning
The challenges of 2009 have demonstrated the underlying strength of the super industry, writes Pauline Vamos....
Financial planning
A new submission to the Cooper Review has suggested that the dominance of financial planning by banking institutions is more worrying than the payment of commissions....
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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...