FINANCIAL ADVICE INDUSTRY

Financial planning

Despite evidence showing increasing consumer demand for Internet and phone-based simple financial advice outside of super, the industry seems to be moving at a snail’s pa...

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Financial planning

Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....

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Financial planning

While there has been some speculation that Perpetual would be the next logical takeover target in a rapidly consolidating Australian wealth management industry, few expec...

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Financial planning

Financial planners will be closely watching the discussion and debate surrounding the Future of Financial Advice (FOFA) reforms....

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Financial planning

As the financial services industry prepares for a major legislative change, experts claim that platforms remain at the heart of the financial advice industry. ...

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Financial planning

BT Financial Group general manager of advice, Mark Spiers, has canvassed the concepts of an adviser register and industry-wide standardised compliance audit procedures as...

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Policy & Regulation

The lift in financial advice standards proposed by the Future of Financial Advice (FOFA) reforms is a step in the right direction, but it is not enough, according to Glob...

Financial planning

Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of this year's Money Management Financial Planner of th...

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Financial planning

The Federal Government has revealed its 16-member advisory panel for financial advice and professional standards....

Editorial

CommInsure's Tim Browne says it's time attention was paid to the preparedness of the financial services sector for society's looming health crises....

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Financial planning

Changes to the way the financial services industry operates are keeping the master trust and platform sector on its toes, says Janine Mace....

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Financial planning

The Association of Financial Advisers is seeking millions from the financial planner industry to counter industry funds advertising....

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Policy & Regulation

The Government’s Future of Financial Advice (FOFA) reforms carry with them the risk of tilting the financial advice industry in favour of the major institutional pl...

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Financial planning

The FPA has denounced the Industry Super Network’s stance that asset-based fees are commissions in disguise, questioning whether in fact cross-subsidisation of intr...

Financial planning

The Industry Super Network has called for the ‘effective’ implementation of the Future of Financial Advice reforms if consumers are to be protected from commi...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

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

2 months 2 weeks ago

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

4 months 2 weeks ago

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

2 days 13 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 ago

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

1 week 5 days ago