ADVICE

Policy & Regulation

Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....

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Policy & Regulation

Scaled and scoped advice has received undue focus under the Future of Financial Advice (FOFA) legislation, and is a sign of increasing levels of paternalism in legislatio...

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Financial planning

Centric points to need for advice for same sex couples. ...

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Financial planning

Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....

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Financial planning

Allowing advisers and clients to 'agree’ on the scope of advice makes way for a variety of manipulation, says AIST....

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Financial planning

Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...

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Financial planning

The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...

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Financial planning

MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...

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Editorial

With research showing that Statements of Advice remain almost impenetrable documents for consumers, Bruce Keenan argues it could be time for a change. ...

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Life/Risk

With professional standards becoming more demanding and clients’ risk insurance expectations rising, it’s time for advisers to adopt a genuinely holistic approach that en...

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Life/Risk

The provision of advice during life insurance claims should be part of an holistic advice model but has been largely ignored....

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Editorial

Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....

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Funds management

Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....

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Financial planning

The discussion about the impact of technology on the advice landscape is becoming increasingly frequent. Consumers, living increasingly digital lives, will continue to lo...

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Financial planning

Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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