FINANCIAL ADVICE

Financial planning

Assistant Treasurer says legislation is no guarantee that financial products will not fail. ...

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Financial planning

Free education campaign to prepare members for implementation of TASA...

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Financial planning

Sinodinos says the Government does not intend to speculate on hypothetical court challenges to FOFA as posed by the ISA. ...

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Life/Risk

Younger generations are more likely to engage with their financial adviser and buy insurance, according to TAL’s new survey. ...

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Financial planning

The Association of Financial Advisers (AFA) says that contrary to recent reports, general advice amendments have no bearing on the activities of financial advisers. ...

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Financial planning

The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...

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Financial planning

Clients considering aged care for their loved ones should be advised to speed up the process to avoid new means test rules set to kick in later this year, a life insuranc...

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Financial planning

Planners should be articulating the value of advice instead of debating finer points of legislation. ...

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Financial planning

Entry-level advice will be commoditised and moved online, with technology-driven service providers meeting demand for low cost advice ...

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Financial planning

The FPA has rebutted “rhetoric and scare-mongering” about best interests and consumer protection. ...

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Superannuation

The FSC’s pre-Budget submission argues for the retention of LISC but with a pause on payments aligned to the pause in the higher SG....

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Financial planning

The AFA calls members to fight 'scare-mongering’ around consumer protection by engaging federal MPs on FOFA....

Financial planning

The Institute of Public Accountants has joined the ranks of those calling for advice to be made tax deductible....

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Financial planning

Less than one in 20 Australians expect to maintain their current standard of living into retirement with excess savings, a survey shows....

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Financial planning

Planners who have prepared for the full FDS regime should continue to use the work to build their value proposition and client relationships...

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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 ...

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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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