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Financial planning
Financial advisers must develop a more complex toolset to provide advice, according to senior Milliman consultants who criticised the simplistic advice models being used ...
Financial planning
A banned Gold Coast financial adviser will return to court today to face 19 criminal charges including providing false or misleading statements and failing to have a reas...
Financial planning
AMP has invested in Futuro Financial Services, taking an initial 10 per cent minority stake with a plan to take full ownership of the business in five years....
Financial planning
The FOFA reforms well and truly dominated the financial planning industry during 2011 and the year ahead looks set to bring more of the same, writes Nicolette Rubinsztein...
Superannuation
SMSFs are already in advance of the Stronger Super objectives according to Andrea Slattery, the chief executive officer of the Self Managed Super Funds Professionals' Ass...
Financial planning
With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...
Superannuation
Superannuation funds will need to invest in a significant amount of infrastructure before they are ready to launch a financial advice service to their members, according ...
Editorial
The Government's FOFA legislation will undoubtedly change some of the relationships which exist between planners and their clients but, as Sonnie Bailey writes, underlyin...
Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
Financial planning
The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...
Financial planning
ASFA urges better clarity on FOFA legislation to ensure planners are not exposed to vexatious litigation over scaled advice and best interests....
Financial planning
The use of advice technology by industry funds is not something to fear according to a technology provider....
Superannuation
Super funds providing scaled advice to their members may soon be required to play by the same rules as the rest of the financial planning sector, as the corporate regulat...
Editorial
The Industry Super Network has again used research it commissioned from Rice Warner to substantiate its arguments on opt-in but, as Chris Kennedy reports, many of the Ric...
Financial planning
Advisory technology of the kind used by super funds to provide limited advice could help advisers and dealer groups retain and profitably service C and D clients in a fee...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...