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FINANCIAL ADVICE
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Financial planning
ASIC has cancelled the AFSL of Australian Performance Financial Planning, after already suspending that licence earlier this year when the firm went into administration....
Financial planning
AMP's Steve Helmich explains what it means to be a professional financial planner and the value of professionalism for planners and their clients....
Superannuation
More than half of superannuation fund members are disengaged, with many seeking better performance, lower fees and stronger communication, according to a report released ...
Financial planning
A number of the ASIC's proposals for conflicted remuneration payments are claimed to be inconsistent with current financial services law and have little to do with the pr...
Accounting
Barry Lambert confirms SMSFs represent a major motivator for accountants to utilise special financial advice licensing....
Editorial
The trouble with APES 230 is that it goes much further than FOFA, with a prohibition on commissions and the elimination of asset-based fee arrangements....
Accounting
Three quarters of accountants who took part in an MLC survey intend to deliver financial advice to their clients under the proposed new accountant's licensing regime....
Financial planning
With dealer groups looking to service untapped markets, rural and regional Australia could represent a perfect growth opportunity for financial planners....
Financial planning
BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....
Financial planning
Suncorp's Sarina Raffo says working mums represent a potentially large client segment for planners and outlines the areas where they need financial advice....
Editorial
A Money Management/Association of Financial Advisers forum dealing with the Financial Services Council’s framework on life/risk remuneration uncovered strong feelings and...
Financial planning
A number of business development managers who have been made redundant by financial services institutions are struggling to find their way back into the industry....
Superannuation
NGS Super claims its in-house financial planning model has proved effective in dealing with members' specific needs....
Financial planning
ASIC has monitored more than 3,300 providers of financial advice over the past year, dedicating 29 staffers to the surveillance....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...