BEST INTERESTS

Financial planning

While the industry funds laud the FOFA legislation, the key financial planning groups maintain their rage against opt-in....

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Financial planning

ipac south australia has acquired Intervest Holdings, a practice with seven planners and $230 million FUA....

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Financial planning

A high level of fiduciary care towards clients is not just a regulatory requirement, but sensible risk management for advisers as well, according to Equity Trustees head ...

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Editorial

Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....

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Tools & guides

What does ';best interests' advice mean for financial advisers? Pam Roberts reports....

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Financial planning

AMP chief executive Craig Dunn has outlined how his company will approach the merger with AXA Asia Pacific, stating adviser retention and customer satisfaction will be tw...

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Policy & Regulation

Money Management wants to know how you feel about the proposed FOFA changes....

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Financial planning

The Treasury's two 'best interest' duty options, offered up to the Future of Financial Advice Peak Consultation Group for discussion, have been met with a mixed response....

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Financial planning

Not-for-profit superannuation fund trustees have been warned that if they do not agree on fund governance guidelines they risk having them imposed by the Government....

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Financial planning

The Federal Opposition has signalled it believes that the regulatory framework around superannuation fund mergers is inadequate, and that both members and the regulators ...

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Editorial

Mike Taylor reports that the former chief justice of the High Court, Sir Anthony Mason, has pointed to the legislative challenges facing the Government in delivering an e...

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Financial planning

Opes Prime boss Laurie Emini will stand trial in the Victorian Supreme Court after pleading not guilty to ASIC charges....

Financial planning

Former High Court judge and patron of the SPAA, Sir Anthony Mason, believes intra-fund advice should be subject to the same fiduciary duty obligations as full advice....

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Financial planning

The Industry Super Network has commissioned a poll it claims proves its point on annual opt in....

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Financial planning

Not many financial planners and dealer groups have thought enough about the practical implications of fiduciary duty on the actual advice process and systems, says the ma...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago