FINANCIAL ADVICE

Financial planning

The Australian Bankers Association has called for greater clarity on what represents advice with respect to superannuation....

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Financial planning

AXA has defended the role of financial planning in superannuation, but it embraces UK proposals based on 'independent' and 'restricted' advisers....

Financial planning

Tower Australia Limited chief executive Jim Minto believes superannuation trustees should be better qualified....

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Financial planning

The IFSA submission to the Cooper Review has argued that advice should be expressly recognised in superannuation legislation....

Financial planning

Super funds rejecting intra-fund advice relief and turning to the associated Regulatory Guide to develop advice offerings....

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Financial planning

We have all heard the latest preachers of strategy, but when it comes down to the crunch, that is all we have, writes Nick Blomfield....

Financial planning

Having moved substantially out of the funds management arena, MMC Contrarian has targeted financial planning as its growth driver....

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Editorial

To what degree should dealer groups filter the data they receive from research houses and what impact is this having on the quality of financial advice?...

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Financial planning

The PJC on Corporations and Financial Services is gauging the industry's reaction to the possible implementation of a two-tier advice system of independent and affiliated...

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Financial planning

The Parliamentary Joint Committee has been told that the absence of tax deductibility with respect to fee-for-service advice is creating a market distortion....

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Financial planning

IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...

Financial planning

The practice of offering low cost SOAs and initial advice to potential clients and recouping the costs later is distorting the true cost of financial advice....

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Editorial

The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....

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Financial planning

Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...

Funds management

Investing in carefully selected satellite investments is the 'best way' to generate alpha, representing a superior alternative to active investment management, according ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 20 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago