financial advice

Financial planning

GFC made Australian banks too big to fail

Calls for independent inquiry into Australian financial system to redress undue influence of major banks....

Editorial

Even the strongest of client relationships can be tested when returns are weak. As Tom Reddacliff explains, long-term relationships between financial planners and their c...

Financial planning

Advisers need to set prices: Perkovic

Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...

Policy & Regulation

Coalition FOFA changes already drafted

The Federal Opposition has declared it will move quickly to repeal the worst elements of the Future of Financial Advice regime....

Policy & Regulation

Regulators stressed by changes too

Australia's two financial services regulators have acknowledged the level of stress and uncertainty being experienced by financial services companies as a result of the G...

Policy & Regulation

Questions raised on ASIC's FOFA approach

Some question the background of key ASIC personnel handling FOFA regulatory development....

Superannuation

Need for generational approach to SMSFs

New report advocates tailoring SMSF advice to generational needs....

Financial planning

Disappearing independents

Concerns have been raised about the ever-shrinking independent dealer group sector and the potential impacts on the advice provided to clients in the future....

Editorial

The continuing evolution of financial planning dealer groups

Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....

Top 100

The new face of financial planning dealer groups

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

Financial planning

Tailoring financial advice for each generation

Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....

Policy & Regulation

FOFA carve-out for time share commissions

The Government has agreed to a FOFA carve-out for commissions paid on time share sales....

Funds management

SFG joins with CFS to enhance Snowball originated services

SFG Australia launches new managed discretionary account products into allied groups - Shadforth, Outlook and Western Pacific....

Editorial

Uncertainty besets financial services as Government rushes reforms

Rushed financial services reforms such as FOFA and Stronger Super are exacting a heavy toll on financial planners and superannuation funds....

Superannuation

My Adviser launches specialist authority

On the back of changes announced as part of the FOFA guidelines, My Adviser has announced the launch of a specialist authority to enable accountants to continue to recomm...