FINANCIAL ADVICE

Policy & Regulation

Claims that the Federal Government’s proposed changes to the Future of Financial Advice (FOFA) reforms could cost retirees’ their life-savings are 'scaremongering’, accor...

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Financial planning

The Minister for Finance and acting Assistant Treasurer, Senator Mathias Cormann has cautioned against a one size fits all approach to the advice regulatory settings....

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Financial planning

The FSC claims the cost of providing financial advice has risen 33 per cent post-FOFA and the Government’s amendments will reduce this by a third....

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Financial planning

The AFA has restated its wariness about the general advice exemption at a Senate hearing. ...

Financial planning

Consumers face additional fees and charges of up to $530 million a year if the Federal Government backs proposals to reintroduce commissions, a report from Rice Warner re...

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Financial planning

ISA chief executive, David Whiteley, has accused the major banks of lobbying for the return of sale commissions for financial advice....

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Financial planning

The FPA signals a 10-point plan which would see product-related advice subject to regulation and salespeople precluded from being called financial planners/advisers....

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Financial planning

Australian clients are the most satisfied with their advisers in Asia, and come second in all major global markets, Legg Mason research showed....

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Financial planning

FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....

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Financial planning

The Institute of Managed Account Providers will be telling planners about their options in a national roadshow starting in June. ...

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Financial planning

IOOF managing director Chris Kelaher says it will be business as usual for SFGA clients following acquisition....

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Editorial

When Money Management’s sister publication, Super Review, conducted a Post-Retirement and Ageing Forum in Sydney, it served to underline why the superannuation sector nee...

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Financial planning

Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...

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Financial planning

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

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Financial planning

Questions are being raised over financial advisers’ focus on traditional products, with a survey showing more than half of respondents viewed specialist risk as a priorit...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

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Interesting. Would be good to know the details of the StrategyOne deal....

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It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

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Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

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A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

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Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

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