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FINANCIAL ADVICE
Financial planning
The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...
Financial planning
The regulator has released a report in which it expressed concerns about the number of financial advice groups being owned by product issuers. ...
Financial planning
AIOFP chief Peter Johnston says other associations fail to represent the specific needs of independently owned financial planners at the government level, announcing the ...
Financial planning
A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...
Financial planning
Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....
Editorial
Tasmanian Liberal Senator, David Bushby, who is chairing the Senate Committee reviewing ASIC, made a very good point when he said that nothing in the FOFA changes will pr...
Financial planning
There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....
Financial planning
A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...
Financial planning
Confronted by a Senate Committee inquiry, ASIC has delivered a highly detailed enforcement report and pointed to the likelihood of FOFA uncovering legacy issues....
Editorial
Due to the wave of change ripping through the financial services industry, law firms specialising in this sector will be fighting for your business. Leanne Mezrani points...
Financial planning
New FOFA research commissioned by industry funds is at odds with reality, according to financial planning executives. ...
Financial planning
SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Financial planning
Seaview Consulting believes planning firms can translate the FOFA changes into a business opportunity....
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...