FINANCIAL ADVISERS

Financial planning

Perpetual warns the Government against adopting a default approach to the provision of advice within super....

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Financial planning

The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning indust...

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Financial planning

Trailing commissions account for 35 per cent of revenue in the financial planning industry....

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Financial planning

BT Financial Group has used its submission to the second phase of the Cooper Review to argue for cost reductions at the same time as calling for equity on intra-fund advi...

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Financial planning

The Association of Financial Advisers (AFA) has rejected claims by the Industry Super Network that financial advisers are putting an 'indefensible drag' on Australia’s re...

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Superannuation

With increased life expectancies come increased health care costs later in life, which can make a considerable dent in retirees' savings and any legacy they hoped to leav...

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Financial planning

Moves to resolve conflict of interest issues are being undermined by the 'divided loyalties' the Corporations Act encourages, argues FPA deputy chief executive Deen Sande...

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Financial planning

In the wake of a challenging year, a number of major hurdles lie ahead for financial planners, writes Richard Klipin....

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Financial planning

Having proven itself resilient, it is time for the Australian funds management industry to take its skills and experience to the world, writes John Brogden....

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Financial planning

A new submission to the Cooper Review has suggested that the dominance of financial planning by banking institutions is more worrying than the payment of commissions....

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Financial planning

The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...

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Financial planning

The new regime for margin lending imposes new responsible lending requirements and clarifies responsibility for providing notification of margin calls, ASIC said....

Financial planning

Questions have been raised about whether financial advisers paid a salary by a superannuation fund will find their circumstances challenged as a result of the introductio...

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Financial planning

Claire Wivell Plater, director of Gold Seal Risk Management Services, has questioned the need for imposing a fiduciary duty on financial advisers, who she proposes in man...

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Financial planning

The Parliamentary Joint Committee (PJC) Inquiry into Financial Services and Products has recognised the need to lift the training and entry requirements for the financial...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

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

1 week 1 day ago

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

1 week 6 days ago

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

2 weeks 4 days ago