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...
The FPA is using its annual Financial Planning Week to try and change consumer perceptions that financial planners are only for the affluent....
The financial planning industry has illustrated “inappropriate levels of quality” going back more than a decade, ASIC said....
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...
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...
The ISA claims vertical integration and FOFA changes pose risks to fair default fund regime....
High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....
Changes to FOFA amendments agreed between the Government and PUP will act as levers against a planner in a dispute with a client....
Given a decade of generally bad publicity for the financial planning sector, it is a wonder that planner numbers have not seriously declined....
Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...
The adviser’s best interest duty leaves a question mark hanging over what constitutes “reasonable” advice, Merton Miles writes....
The ALP will not be forgetting FOFA and will look to reimplement its model when it returns to government....
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. ...
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....
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....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...