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FINANCIAL ADVICE
Financial planning
FOS has identified planner conduct and inappropriate claims handling as possible systemic issues during the December 2013 quarter....
Financial planning
ASIC has identified financial advice as one of the most critical factors in protecting consumers and will continue to review the advice provided on complex products. ...
Financial planning
The Assistant Treasurer has denied claims by industry funds that changes to FOFA will water down consumer protection....
Financial planning
Industry Super Australia worries that changes to FOFA will bring conflicted remuneration back to financial advice....
Financial planning
Planners still required to provide FDS until FOFA amendments become law....
Financial planning
The release of draft amendments to FOFA have been welcomed but representative bodies still to pick through the details...
Financial planning
The Federal Government has released draft FOFA amendments which it will introduce by regulation wherever possible...
Financial planning
Industry Super Australia wants the Government’s FSR process to traverse conflicts of interest and the role of sales and advice personnel....
Financial planning
Boutique Financial Planners Principals' Group (BFPPG) has renewed its push for transparent licensee ownership disclosure, hoping the rounding off of FOFA reforms will all...
Financial planning
The threat of regulatory change has outranked cyber crime and PR disasters as the greatest risk to the financial services industry, a survey shows. ...
Financial planning
FOFA reforms have not impacted recruitment within financial services, with some businesses looking to increase staff numbers....
Financial planning
Recruitment expert says hiring activity in wealth management is currently at its highest levels in two years....
Policy & Regulation
Large number of planning practices ready to act on grandfathering amendments after preparing in advance....
Life/Risk
The provision of advice during life insurance claims should be part of an holistic advice model but has been largely ignored....
Financial planning
The demand for financial advice is quickly rising, with industry super funds expected to deliver, according to an Investment Trends report....
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...