AFA

Financial planning

Financial advisers believe the industry needs to speak with one voice and over 80% of respondents to a Money Management survey have supported a merger between the Financi...

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Expert Analysis

Financial Services Council policy manager – advice, Zach Castles, argues that regulatory pragmatism can help reduce the cost of financial advice....

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Outsider

Outsider likes to think of himself as seasoned when it comes to conference reporting. ...

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Financial planning

The Australian Labor Party has signalled its continuing suspicion of commission-based remuneration with Shadow Assistant Treasurer, Stephen Jones saying the advice indust...

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Financial planning

Advisers need to be confident that a prospective licensee will be around in the future if they are looking for a discounted licensee, according to a panel....

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Life/Risk

Fixed term level premiums will give more certainty for clients and will become the norm in the future but there has not been a proper level premium for a fixed term produ...

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Financial planning

The corporate regulator’s review on life insurance advice will unlikely be followed by with enforcement action. ...

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Financial planning

The Government is looking to help condense and automate some approvals, and consents advisers need for clients to reduce costs and increase the quality of advice, accordi...

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Financial planning

The Federal Budget lacks any measures to improve the access of financial advice nor does it have measures to support self-funded retirees, the Association of Financial Ad...

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Financial planning

The Federal Budget lacks any measures to improve the access of financial advice nor does it have measures to support self-funded retirees, the Association of Financial Ad...

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Financial planning

Sydney University research has suggested that accountants and financial advisers will be beneficiaries of the Government’s move to increase the maximum number of SMSF mem...

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Financial planning

The Association of Financial Advisers has welcomed ASIC’s no-action position for fee disclosure statement and opt-in obligations for Victoria’s located advice businesses....

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Financial planning

Victorian financial advisers impacted by the COVID-19 lockdowns can rely on a “no action” position on the part of the Australian Securities and Investments Commission wit...

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Features

Mike Taylor writes that less than 12 months out from the Australian Securities and Investments Commission’s review of the Life Insurance Framework, the Australian life in...

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Financial planning

Faced with at least six weeks of Level 4 lockdown, financial advisers in Melbourne need regulatory relief around opt-in and other key client interactions....

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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 ...

1 month 4 weeks ago
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 ...

1 month 4 weeks ago
gonski

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

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 5 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 6 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

3 weeks ago