FINANCIAL ADVICE

Policy & Regulation

The Financial Planning Association has accused the Federal Government of making further amendments to the draft Future of Financial Advice (FOFA) legislation without cond...

Policy & Regulation

Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...

Policy & Regulation

Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...

Editorial

If the Government had cared to undertake a full regulatory impact analysis of its new legislation it might have quickly concluded that, in many respects, it was turning b...

Editorial

The sole purpose test has governed the operations of Australian superannuation funds for nearly two decades but, as Mike Taylor reports, it may require some reinterpretat...

Policy & Regulation

There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...

Policy & Regulation

There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...

Editorial

Prime Minister Julia Gillard recently revealed the degree to which the Government viewed the Industry Super Network as not only a close political ally but also a key sour...

Editorial

History suggests the advantages flowing to industry superannuation funds from the Government’s Future of Financial Advice changes may ultimately prove to be a political l...

Superannuation

The Government should amend the tax system to help Australians build their retirement savings, Financial Planning Association (FPA) chief executive Mark Rantall has said ...

Financial planning

Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...

Financial planning

Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...

Financial planning

The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...

Financial planning

Financial planning fees are the most commonly mentioned barrier to consumers taking up financial advice, according to CoreData's latest mystery shopping exercise conducte...

Financial planning

Elixir Consulting has launched a follow-up survey to its Adviser Pricing Models Research which looks at obstacles and methods used by financial planners in creating a fee...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 2 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

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The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

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