Actuarial consultancy Rice Warner expresses concern that proposed FOFA changes will undermine the delivery of intrafund advice....
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...
Centric points to need for advice for same sex couples. ...
Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....
Allowing advisers and clients to 'agree’ on the scope of advice makes way for a variety of manipulation, says AIST....
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...
The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...
MLC’s Keiran McIlwain outlines why and how greater estate planning expertise is critical for today’s financial advisers. ...
With research showing that Statements of Advice remain almost impenetrable documents for consumers, Bruce Keenan argues it could be time for a change. ...
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...
The provision of advice during life insurance claims should be part of an holistic advice model but has been largely ignored....
Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....
Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....
The discussion about the impact of technology on the advice landscape is becoming increasingly frequent. Consumers, living increasingly digital lives, will continue to lo...
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...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...