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Financial planning

The political cycle is such that any changes to Australia's financial planning regime will have to be introduced after the next Federal Election....

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Financial planning

Investment Trends research reveals the industry’s intention to move to asset-based fee-for-service arrangements....

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Financial planning

Key bodies representing the financial services industry have broadly welcomed the Rudd Government's plans to overhaul the financial advice industry, but there are some ca...

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Financial planning

The Rudd Government has made its reform plans for the financial advice industry public....

Financial planning

As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...

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Editorial

The debate about financial advice commissions has moved onto insurance products....

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Financial planning

Advisers need to be more confident about their value propositions for life insurance, according to the chief executive of Tower Australia, Jim Minto....

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Financial planning

A further preliminary report from the Cooper Review regarding its new MySuper proposal argues that trailing commissions should become a thing of the past....

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Financial planning

The industry super funds have paid for more research, the findings of which are bad for planners....

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Editorial

The old debate pitting institutions against boutique operators has reared its head once again. ...

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Financial planning

New legislation has prompted concern about the future of margin lending among industry commentators. Yet with confidence that the rebounding share market will stimulate f...

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Financial planning

Australian financial planners might be talking the talk when it comes to how they bill their clients but that does not translate to walking the walk, according to new res...

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Life/Risk

Hewison and Associates is now rebating all commissions paid on insurance policies, which it says will save clients thousands of dollars in hidden fees....

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Financial planning

Professional Investment Services (PIS) has joined the growing list of dealer groups that have committed to remove the commission payments that product providers make to f...

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Financial planning

Godfrey Pembroke has announced it will transition to a holistic fee-for-advice business model for its entire client base as part of its growth strategy in the private adv...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 4 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago