financial advisers

Policy & Regulation

Smaller platform providers claim large institutions that have financial products, administration services and distribution networks under one umbrella will find ways to p...

Editorial

Independents’ critical FOFA roles underscored

The Opposition spokesman on Financial Services, Senator Mathias Cormann, unquestionably hit a strong note with financial planners when he late last month told an Associat...

Financial planning

Fixed and asset-based fees can co-exist

Fixed and asset-based fees can co-exist as adviser remuneration methods as long as each method is used for the appropriate product, according to OneVue chief executive of...

Funds management

ETFs to become more attractive for advisers

The proposed FOFA reforms could boost the use of exchange-traded funds (ETFs) by Australian retail investors, according to an industry expert....

Financial planning

Opt-in to reduce costs for consumers, claims ISN

A two-year opt-in proposal will reduce the cost of financial advice, with asset-based fees resulting in consumers paying up to 17 times more, according to the Industry Su...

Financial planning

Financial planning's first lady

Gwen Fletcher AM has been awarded Money Management's inaugural Lifetime Achievement Award for her steadfast dedication and outstanding stewardship in developing and promo...

People & Products

AFA adds to awards judging panel

The Association of Financial Advisers (AFA) has appointed leading financial services researcher Dr Rebecca Shiels to its judging panel for the Adviser of the Year Award....

Policy & Regulation

FOFA could be blocked, says Cormann

The Federal Opposition will be well placed to block the Government's proposed Future of Financial Advice (FOFA) reforms passing through the Parliament next year, accordin...

Financial planning

Consumers in the dark on compensation

When misconduct from within the financial services industry leads to investor loss and hardship, investors are often unaware of existing avenues of redress and do not pur...

Financial planning

Licensee loses AFSL for inadequate PI cover

Peter Joyner and Associates has lost its Australian Financial Services Licence (AFSL) for failing to maintain adequate professional indemnity (PI) insurance, among other ...

Tools & guides

Fiduciary duty - best interests or best advice?

What does ';best interests' advice mean for financial advisers? Pam Roberts reports....

Financial planning

Business as usual for AMP and AXA advisers

No new licensee arrangements have been discussed following the AMP/AXA merger, according to AMP Financial Services managing director Craig Meller....

Policy & Regulation

Planners reject FOFA

More than 90 per cent of financial planners responding to a Money Management survey believe that the Government's current Future of Financial Advice (FOFA) changes will h...

Financial planning

Agri-MIS still too risky for advisers

The structure of agribusiness managed investment schemes (MIS) would need to change radically before they become attractive again to financial advisers, according to Prof...

Editorial

FOFA delivers a reality check

With the Government having released its FOFA proposals, Rick Cosier writes that financial planners have fallen victim to a range of blatant misconceptions that need to be...