AUSTRALIAN FINANCIAL SERVICES

Financial planning

The Commonwealth Bank is calling for the introduction of a financial planner passport scheme, similar to the one operating in the United States. ...

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Editorial

Mike Taylor writes that as a former ASIC executive, ASFA chief executive Pauline Vamos has managed to spice up the submissions to the Senate Committee reviewing ASIC’s op...

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Financial planning

Single-office Australian Financial Services Licensees that design and deliver their service in line with best advice objectives will be successful in the future, accordin...

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Funds management

ASIC has signalled a crackdown on unlicensed property spruikers who advocate self-managed superannuation fund (SMSF) investment without the proper authority...

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Financial planning

Sam Hills outlines what should be on a financial planner’s regulatory radar – and it’s not just the usual suspects....

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Financial planning

Super body claims ASIC approach is non-collaborative and in need or review. ...

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Editorial

A close reading of the submissions so far lodged with the Senate Committee investigating the operations of ASIC suggests the newly-elected Abbott Government will be right...

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Editorial

There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...

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Funds management

Global manager re-enters market with new funds line-up...

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Superannuation

While the SMSF advice space may have changed with the introduction of limited licensing, it is the concept of an SMSF profession that remains paramount, according to Andr...

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Editorial

The Federal Treasurer, Joe Hockey, has signalled a “son of Wallis” review of the Australian financial system and, as Mike Taylor writes, the industry is already starting ...

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Financial planning

AFSL service providers My Dealer Services and Libertas Solutions have partnered to launch a build-your-own-dealer-group type service into the market....

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Editorial

With the naming of the first Abbott Cabinet, the Australian Financial Services industry has, unusually, found itself dealing with ministers who actually have some experie...

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Superannuation

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...

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Financial planning

A new ASIC report has revealed how the regulator is allowing or rejecting planner remuneration arrangements....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 3 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 17 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

21 hours 55 minutes ago