FINANCIAL ADVICE REFORMS

Life/Risk

Treasury officials confirm that insurance commissions are outside of scope of FOFA reforms....

image
Financial planning

The Association of Financial Advisers annual conference has been told planners should be careful not to disgard C and D clients....

Policy & Regulation

Treasury will begin targeted consultations on the implementation details of the Labor Government’s Future of Financial Advice reforms tomorrow, with a particular fo...

Financial planning

The Financial Planning Association is set to take the next steps in transitioning from an industry organisation to a professional association....

Financial planning

Practice management consultancy E&W Strategic Partners has released a transition to fee-for-service handbook that it believes goes beyond the pricing of advice....

Financial planning

Several factors are combining that will rapidly escalate the use of separately managed accounts (SMAs), according to BlackRock’s co-head of customised portfolio ser...

Editorial

What should the Australian financial planning industry make of the appointment of Bill Shorten as the Assistant Treasurer and Minister for Financial Services and Superann...

image
People & Products

Following the resignation of Neil Younger and his move to Commonwealth Financial Planning, BT Financial Group has appointed Matt Englund to head dealer groups. His positi...

Policy & Regulation

Perpetual’s departing chief executive and retiring chairman back MySuper and FOFA proposals....

Editorial

It is now certain the industry funds' campaign against financial advice commissions will continue. Far less certain is the manner in which the minority Government will co...

image
Financial planning

While the results of the Federal Election have finally been decided, the future of Labor's proposed changes to financial advice and superannuation remain uncertain. Lucin...

image
Financial planning

Former union official and Labor Party heavyweight, Bill Shorten named as new Assistant Treasurer and Minister for Financial Services....

Financial planning

The now confirmed Gillard Government must “move quickly” to finalise details regarding reforms to the financial advice industry, according to FPA chief Mark R...

Financial planning

Colonial First State (CFS) has completed its plan for its new Institute of Advice, the design and implementation of which will be rolled out in phases in the first half o...

Superannuation

A number of SMSF advisers surveyed by the Self-Managed Super Fund Professionals’ Association of Australia have supported a restricted licence for accountants advisi...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 3 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago