BEST INTERESTS

Financial planning

AIST argues APRA should be flexible with respect to non-directors heading up key committees....

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Editorial

An Australian Crime Commission report into investment scams has underscored the role financial planners have in protecting investors from themselves....

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Policy & Regulation

The Association of Financial Advisers has urged a uniform 1 July, 2013 FOFA start date as another legal anomaly has been identified....

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Accounting

It may be as late as mid-2013 before the new accountants' advice regime is up and running....

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Superannuation

As SMSFs and their various service providers wait to see what consequences may arise from the limited licensing regime currently proposed for accountants, Sharyn Long, ma...

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Financial planning

Once the dust has settled on the current round of industry reforms, the dealer group as we know it may cease to exist, according to senior financial financial advice figu...

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Superannuation

The Federal Government has been accused of taking a "backward and capricious step" by altering the tax settings on superannuation in the forthcoming Federal Budget....

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Policy & Regulation

Independent dealer groups wondering how they will service mass affluent clients under FOFA should consider starting up their own funds management business, says Mercer he...

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Editorial

Amid the furore over a document purporting to be an agreement between the Financial Planning Association and the Industry Super Network, Money Management's Mike Taylor pu...

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Superannuation

David Court outlines some common queries that arise out of the new rules for investment in personal use assets....

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Financial planning

The Coalition has expressed disbelief the FPA may have done a deal with the ISN conceding opt-in in exchange for other concessions including enshrining the term “financia...

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Superannuation

The ICAA argues that the ATO could help better identify those conducting SMSF audits....

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Policy & Regulation

Coalition dissents on Parliamentary Joint Committee's FOFA report and argues for the abandoning of financial advice opt-in and for changes to best interests....

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Policy & Regulation

The Labor Party's leadership struggles could distract the party from addressing issues related to the FOFA reforms, according to Association of Financial Advisers politic...

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Financial planning

Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....

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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 6 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 21 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...

1 day 1 hour ago