FINANCIAL ADVICE

Financial planning

Former High Court judge and patron of the SPAA, Sir Anthony Mason, believes intra-fund advice should be subject to the same fiduciary duty obligations as full advice....

image
Financial planning

Superannuation funds find it difficult to communicate with members on an opt-in basis....

image
Financial planning

The FPA has described recent comments from sections of the trade union superannuation movement advocating an opt-in payment structure for financial advice as ‘alarm...

image
Financial planning

A Money Management survey has suggested the cost of opt-in will not be cheap and it will be carried by clients....

image
Financial planning

The Association of Financial Advisers (AFA) has announced a plan that will see its Fellow Chartered Financial Practitioner (FchFP) designation positioned into a pathway t...

image
Financial planning

The consequences of breaching fiduciary duty under the Government’s Future of Financial Advice (FOFA) reforms could be much steeper than first thought, with the pos...

image
Financial planning

Industry Super Network uses more research to pressure Govt on annual opt in....

image
Financial planning

Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....

Superannuation

Expanded intra-fund advice would not compromise the quality of financial advice Australians receive because it is governed by the same rules and regulations as other advi...

image
Financial planning

The FSC has proposed a three-year renewal framework, which would allow consumers to opt out and cease payments at any time, as an alternative to the opt in proposals....

image
Financial planning

The Industry Super Network has commissioned a poll it claims proves its point on annual opt in....

image
Policy & Regulation

The principles of the Future of Financial Advice (FOFA) reforms should be extended across a broader range of financial services roles and products, and not just stop at f...

image
Financial planning

The independents in the House of Representatives have become the target of lobbying efforts on the part of the financial planning industry....

image
Editorial

The Assistant Treasurer, Bill Shorten, faces the prospect of some serious horse-trading in both houses of Parliament to get the financial advice 'opt in' legislation pass...

image
Editorial

Customers take out insurance through a multitude of channels, including directly and via financial advisers. And with a major underinsurance issue in Australia and a huge...

image
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 ...

4 weeks 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 1 day 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 1 day 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 ago

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

4 weeks ago

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

3 weeks 1 day ago