FINANCIAL ADVICE

Policy & Regulation

Buyer of Last Resort arrangements entered into decades ago are returning to haunt some of the major financial services institutions as growing numbers of older financial ...

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Financial planning

There are a number of positives that will make 2012 a good year for financial advisers despite a tough economic environment, according to Equity Trustees (EQT) head of we...

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Financial planning

The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....

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Editorial

The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...

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Editorial

Australian financial planners seem destined to end 2011 in much the same fashion they ended 2010 - uncertain about the fine detail of the regulatory regime that will unde...

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Superannuation

Superannuation fund members don't want to pay extra for financial advice they get over the phone or internet....

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Financial planning

The number of students in Certified Financial Planner (CFP) aligned courses more than doubled in 2011 and the industry is now viewing graduate entrants more favourably, a...

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Financial planning

The current round of reforms attempt to manage conflicts of interest in the industry, but they won't be eliminated unless there is a structural separation of product and ...

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Financial planning

RaboDirect's new online self-managed superannuation fund (SMSF) is designed to hand back control to financially and technically savvy retail investors....

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Policy & Regulation

As 2011 draws to a close, 4 minutes takes a look back at some of the major events that have shaped the financial services industry over the past 12 months....

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Financial planning

Ventura uses multi-manager efficiencies to reduce financial adviser costs....

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Policy & Regulation

Non-aligned dealer group Capstone has welcomed a post-Future of Financial Advice (FOFA) world and has announced the recruitment of eight new financial planning practices....

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Policy & Regulation

The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....

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Editorial

Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...

Editorial

The moment members of the Financial Planning Association (FPA) voted to become a professional association, and in doing so, dispense with the organisation's long-standing...

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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 ...

4 weeks 1 day 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 ...

4 weeks 2 days ago
gonski

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

4 weeks 2 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....

2 weeks 1 day ago

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

4 weeks 1 day ago

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

3 weeks 2 days ago