FINANCIAL ADVICE

Editorial

ASIC's guidance on FOFA's fee disclosure requirements prompted an almost audible sigh of relief from the financial planning industry....

image
Financial planning

AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....

image
Superannuation

The FPA, in its Treasury submission, has said the Government needs to immediately increase the super contributions cap and implement a longer-term financial plan....

image
Financial planning

The Australian Securities and Investments Commission (ASIC) has obtained interim court orders against Sydney financial adviser Gabriel Nakhl....

image
Financial planning

Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....

image
Financial planning

The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....

image
Financial planning

The Financial Planning Association has launched a pro bono service to provide financial advice to victims of recent natural disasters around Australia....

image
Financial planning

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

image
Editorial

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

image
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....

image
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...

image
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...

image
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....

image
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....

image
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...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 days 11 hours ago

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

1 week ago

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

3 weeks 5 days ago

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....

3 weeks ago

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 ...

6 days 15 hours ago

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

5 days 18 hours ago