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FINANCIAL ADVICE
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....
Policy & Regulation
Most financial planning principals have felt the need to reduce costs within their businesses, according to a survey conducted by Money Management....
People & Products
Former Millennium3 Financial Services executive director of advice and advocacy Sean Graham has joined Mills Oakley Lawyers' financial services practice....
Policy & Regulation
Rubik Financial managing director Wayne Wilson says the fourth version of COIN is ready for the Future of Financial Advice (FOFA) reforms....
Financial planning
GBST has released a new wealth management platform that it said is market ready for incoming Future of Financial Advice (FOFA) requirements....
Policy & Regulation
The ATO has been urged to treat the provision of advice within super equally across types of funds....
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MARKET INSIGHTS
Podcast
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...