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Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...
Financial planning
MLC has unveiled a new investment system for advisers which, it says, will take the master trust concept into a new era....
Financial planning
1. Name: Suzanne Sutherland Smith ...
Financial planning
The advent of on-line share trading appears to have been a harsh wake up call for stockbrokers. Zilla Efrat examines whether the Internet poses a threat to, or an opportu...
Financial planning
It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...
Financial planning
Within the IFSA membership the 770 page Wallis report gathers no dust. It is often referred to when the industry is preparing position statements on the CLERP 6 process. ...
Financial planning
The ongoing debate over who owns the client should be put to sleep as Sue Laing rightfully points out (Money Management April 29)....
Financial planning
Your correspondent's article "Lifestyle launch on despite an ATO notice" (Money Management, April 29) could be seen as another example of front page sensationalism, but s...
Life/Risk
The term life insurance market has taken a nosedive following meteoric growth in the mid 1990s. According to the latest Rice Kachor Research market share report, the term...
Financial planning
It seems almost weekly that a new online stock trading system is rolled out in the Australian market, offering more and more service for a seemingly shrinking price tag. ...
Financial planning
I remember, when discretionary master trusts were becoming popular in the mid-nineties, business development managers (BDMs) employed by fund managers were concerned abou...
Financial planning
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
Financial planning
Financial planners holding insurance broking licences should take note of a recent ASIC warning about disclosure of commissions....
Superannuation
By offering choice to employees, the superannuation industry is boosting the demand for financial advice, but super funds are going head to head with financial planning g...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...