FINANCIAL ADVICE

Financial planning

The former Treasury deputy secretary who oversaw much of FOFA, Jim Murphy, has been appointed Rudd’s chief of staff....

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Superannuation

With the Future of Financial Advice (FOFA) reforms having come into effect as of 1 July, Tria Investment Partners Andrew Baker says the legislation has failed to address ...

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Superannuation

The Industry Super Network has launched an advertising campaign focused on the payment of commissions with respect to financial advice around superannuation....

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Financial planning

FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....

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Policy & Regulation

The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....

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Policy & Regulation

FSC chief John Brogden has written to the new Labor government asking for FOFA to be extended until 1 July, 2014....

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Policy & Regulation

BT Advice has revealed how much in money and human resources it spent on FOFA preparations....

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Financial planning

After much debate, FOFA is set to hit the beach in a matter of days on 1 July. D-Day is imminent – and a survival strategy for planners is now absolutely imperative, writ...

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Financial planning

ASIC points to conflicted, commission-driven culture at Commonwealth Financial Planning five years ago....

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Financial planning

BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....

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Editorial

As the curtain comes down on the current Parliament, financial services players are left to wonder whether the Government should not have just stuck to the script reflect...

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Financial planning

Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....

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Financial planning

Research house Lonsec has joined with actuarial consulting firm Milliman to launch a new service aimed at the Australian retirement income market....

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Editorial

The Future of Financial Advice regime will become law from 1 July, but as the Financial Services Council’s Cecilia Storniolo points out, many questions vital to the finan...

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Financial planning

Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago