FINANCIAL ADVICE
Financial planning
The University of New England has signed an articulation agreement with RG 146 training provider, Mentor Education Group, allowing Mentor graduates to knock up to 42 per ...
Financial planning
The Industry Super Network has produced a new document reinforcing its approach on annual opt-ins and an expansion of intra-fund advice....
Financial planning
The first meeting of the Government’s financial advice advisory panel was held in Sydney yesterday, but the panel members have been asked to keep the issues discuss...
Financial planning
Financial planners will be closely watching the discussion and debate surrounding the Future of Financial Advice (FOFA) reforms....
Financial planning
As the financial services industry prepares for a major legislative change, experts claim that platforms remain at the heart of the financial advice industry. ...
Editorial
Whatever ASIC says about its inaction over the collapse of Storm Financial, the FOFA reforms will not prevent history repeating itself, writes Mike Taylor....
Policy & Regulation
The lift in financial advice standards proposed by the Future of Financial Advice (FOFA) reforms is a step in the right direction, but it is not enough, according to Glob...
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....
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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...