FINANCIAL ADVICE REFORMS

Policy & Regulation

A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...

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Financial planning

The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...

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Policy & Regulation

The Future of Financial Advice reforms may have passed through the House of Representatives but there is plenty of unknown detail causing concern to the major association...

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Financial planning

Australia's current financial markets' regulatory structure gives it an advantage compared to the byzantine structures in other markets, according to Nick Sherry....

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Financial planning

Stephen Bartholomew proposes financial advisers take the Future of Financial Advice reforms into their own hands....

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Financial planning

Money Management's new iPad edition is out now, bringing you our best in news, features and commentary, as well as loads of exclusive content....

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Editorial

There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....

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Financial planning

Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....

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Financial planning

The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...

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Policy & Regulation

While the financial services industry has welcomed the delayed implementation of the FOFA reforms, the eleventh-hour nature of the decision has cost the big institutions ...

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Superannuation

Blended families create unique challenges and need a new approach when planning super death benefits, according to two SPAA advisers....

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Financial planning

The ownership of financial planners by product manufacturers creates one of the main barriers to improving the quality of advice in Australia, according to ASIC....

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Financial planning

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...

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Superannuation

Though the death of SMSFs may have been regularly predicted in years past, modelling within Deloitte's Dynamics of the Australian Superannuation System report, released i...

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Editorial

Concerns ASIC and APRA were becoming increasingly politicised were brought to a head during the hearings into the FOFA reforms....

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MARKET INSIGHTS

GG

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

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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 ...

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gonski

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

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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....

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

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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