FINANCIAL ADVICE

Financial planning

Take-over offer extended as Equity Trustees faces regulatory approval and low initial interest....

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Financial planning

Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...

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Financial planning

The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...

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Policy & Regulation

AFA chief executive, Brad Fox says advice firms are being placed under pressure by the continuing regulatory unknowns around FOFA....

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Editorial

There would have been many in the Australian accounting community who last week breathed a sigh of relief when they read the documents to be dealt with by the APESB at it...

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Superannuation

MySuper licences could be cancelled if super fund trustees breach guidance on giving and collectively charging for intrafund advice, ASIC has warned....

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Editorial

The Government’s introduction of the legislation necessary to enshrine the term ‘financial planner/adviser’ coincided with the Conference of Major Superannuation Funds, r...

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People & Products

Australian Unity Personal Financial Serivces has recruited Ian McDermott as head of risk and compliance to assist the group with the final details of FOFA. ...

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Financial planning

The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....

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Financial planning

The FPA has released figures showing the number of Australians seeking financial advice is increasing....

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Editorial

“If you don’t think financial advice on life insurance is a problem area for ASIC and for industry, please think again.” ...

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Editorial

Few people in the financial planning industry will have failed to notice, via draft legislation released by the Treasury, that the Federal Government has delivered what w...

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Financial planning

Two bodies will soon regulate financial planners - a serious concern to the FPA....

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Financial planning

The FPA hopes the Government will introduce legislation to the Parliament this week enshrining the term ‘financial planner/adviser’....

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Financial planning

New research reveals high degree of indecision on codes of conduct and opt-in....

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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 ...

4 weeks 2 days 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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