FINANCIAL ADVICE
Financial planning
The Accounting Professional and Ethical Standards Board (APESB) has put the brakes on its proposed reforms for accountants practising as financial planners....
Financial planning
The Australian Bankers’ Association (ABA) has called on the Government to address the barriers to financial advice as part of its submission to the committee inquir...
Editorial
To be regarded as a serious profession, the industry must differentiate between properly qualified financial planners and those with lesser qualifications, writes Mike Ta...
Policy & Regulation
While Australia’s big wealth management firms are well placed to adjust to the FOFA reforms, the smaller players will struggle....
Financial planning
Financial planners should be licensed under the Tax Practitioners Board (TPB) like any other industry that provides limited or other tax agent services, according to the ...
Editorial
Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....
Financial planning
The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...
Financial planning
The Federal Government has revealed its 16-member advisory panel for financial advice and professional standards....
Financial planning
The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....
Financial planning
Infocus Money Management has launched a client management system that it says will dramatically reduce the cost of providing advice by producing advice documents more qui...
Editorial
Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...
Financial planning
AMP’s Dunn declares the merger with AXA AP will see a company with financial advice at its heart....
Financial planning
The Australian Securities and Investments Commission has banned a former Gold Coast adviser for 10 years after investigations into the advice she gave relating to investm...
Financial planning
The introduction of a statutory fiduciary duty for advisers could see the financial services industry return to the agent and broker models of its roots....
Policy & Regulation
Further research has confirmed concerns around the FOFA changes driving up the cost of advice....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...