FINANCIAL ADVICE REFORMS

Financial planning

The Joint Associations Working Group has issued a statement urging the government to fix the Quality of Advice Review legislation to prevent an “unworkable” path forward....

Policy & Regulation

A leading governance body has hit out at “specialist interest groups proposing ad hoc law reform” when it comes to reforms of financial services legislation and believes ...

Editorial

The Federal Court may have found that Emmanuel and Julie Cassimatis breached their duties as directors of Storm Financial but the issues around the Storm collapse are big...

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Financial planning

Tax rules need to be reformed to enable consumers claim for all the costs associated with developing a financial plan, and produce long-term economic benefits, the IPA be...

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Financial planning

Tax rules need to be reformed to enable consumers claim for all the costs associated with developing a financial plan, and produce long-term economic benefits, the IPA be...

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Editorial

As the financial planning industry proceeds further into 2015 it must accept little or no further change to FOFA but a range of new debates and opportunities....

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Financial planning

The political wrangling around financial advice reforms have passed over the heads of most consumers who have yet to be convinced of their relevance according to Adviser ...

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Financial planning

ASIC reports it has refused applications for relief including one from a planner who requested the use of the word ‘independent’ to describe their practice....

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Financial planning

The Government's proposed registry of financial advisers will provide transparency without the costs associated with regulation the Minister for Finance and acting Deputy...

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Financial planning

The financial services sector still lacks regulation that requires advisers to identify when they are providing independent advice and when they are selling products, a l...

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Financial planning

Improved performances across a range of metrics are giving financial planners reasons to be optimistic according to the latest Investment Trends Planner Business Model Re...

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Superannuation

ISA claims it supports non-conflicted financial planning advice and its position on non-conflicted superannuation puts it on the same side of popular opinion...

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Policy & Regulation

Coverage of the Commonwealth Bank planning saga has clients believing the events happened “yesterday”, placing increasing pressure on advisers to justify their value prop...

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Accounting

The results of the FSI’s interim report emphasises the need for tax deductions those who pay for financial advice, the Institute of Public Accountants claims....

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Financial planning

Infighting within the financial services sector could let down a generation of investors, a leading business consultant believes....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 5 days ago

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

3 weeks 2 days ago

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

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 1 day ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 1 day ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 2 days ago