FINANCIAL ADVICE

Financial planning

The Federal Government has reaffirmed its intention to leave intra-fund advice out of the FOFA adviser charging regime....

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Editorial

While financial planners accept the reasons they are required to hold Professional Indemnity insurance, there are signs the system needs a review....

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Financial planning

A new survey finds advisers see the Future of Financial Advice reforms in a more positive light, citing efficiency as the most likely legacy of the new legislation....

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Accounting

The implementation of the 'limited licence’ regime is likely to result in more accountants becoming fully licensed to provide financial advice, according to JNP Capital d...

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Editorial

The good news for accountants involved in the provision of financial advice is that the APESB started 2013 by extending the time-frames with respect to its APES 230 stand...

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Financial planning

The financial planning industry has welcomed ASIC's guidance on fee disclosure, though some argue it should have applied only to new clients....

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Financial planning

Premium Wealth Management has entered into a deal with Bronny Speed and Angus McLeod's AdviceIQ partners to access the AFSL underpinning PortfolioIQ....

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Financial planning

With fee disclosure requirements for financial advisers just around the corner, Adviser Logic managing director Gundeep Sidhu says that he is still seeking clarity from d...

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Financial planning

Almost all financial advice was scoped to a point, so lines between scaled and complex advice are quite blurred, according to AMP director of advice Scott Machin....

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Life/Risk

Improving consumer demand and sales volumes have bolstered life/risk adviser sentiment, according to the latest Zurich index....

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Financial planning

It used to be poor perception, but new research suggests the reasons for low take-up of financial advice are changing....

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Superannuation

SPAA has pointed accountants towards its Public Practice Certificate as at least a part of finding an answer to the new limited licensing arrangements replacing the accou...

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Life/Risk

Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...

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Editorial

There are signs a lack of precision in the legislation has left too much to the interpretation of ASIC in translating FOFA into workable regulations....

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Financial planning

The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....

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GG

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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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