FINANCIAL ADVICE

Financial planning

Efforts by the Commonwealth Bank, AMP and NAB/MLC to lift planners’ educational and ethical standards have been lauded by the FPA as evidence its drive towards industry p...

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Financial planning

The FPA is using its annual Financial Planning Week to try and change consumer perceptions that financial planners are only for the affluent....

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Financial planning

The financial planning industry has illustrated “inappropriate levels of quality” going back more than a decade, ASIC said....

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Financial planning

ASIC will investigate former financial advisers with the Macquarie group which is to contact 160,000 clients who received advice over the past decade about the possible p...

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Financial planning

As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...

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Superannuation

The ISA claims vertical integration and FOFA changes pose risks to fair default fund regime....

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Financial planning

High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....

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Policy & Regulation

Changes to FOFA amendments agreed between the Government and PUP will act as levers against a planner in a dispute with a client....

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Editorial

Given a decade of generally bad publicity for the financial planning sector, it is a wonder that planner numbers have not seriously declined....

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Financial planning

Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...

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Editorial

The adviser’s best interest duty leaves a question mark hanging over what constitutes “reasonable” advice, Merton Miles writes....

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Policy & Regulation

The ALP will not be forgetting FOFA and will look to reimplement its model when it returns to government....

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Editorial

Money Management’s 2014 Top 100 Dealer Group research has revealed an industry which has changed substantially since 2007/08 and might be on the cusp of further change. ...

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Financial planning

AFA members will have to abide by six new principles of professionalism, which are set to form a critical part of the AFA’s revised Code of Conduct....

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Financial planning

Financial advisers’ high regulatory burden is the product of a system that wrongly fails to distinguish “high risk” and “low risk” advice, an adviser believes....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 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 ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 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....

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

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ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

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