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FINANCIAL SERVICES REFORM
Financial planning
Q: We are a dealer group (licensee) that has transitioned pursuant to the Financial Services Reform (FSR) regime and are now assessing our client risk management procedur...
Financial planning
Financial planners are stepping into the insurance ring, and while they have textbook knowledge and software in their corner, do they have the skill set? Lucie Beaman rep...
Financial planning
The combination of industry associations lobbying Government over the issue of amending elements of the Financial Services Reform Act (FSRA) have now formally presented t...
Financial planning
The Association of Financial Advisers (AFA) is seeking direction from Government, and in turn the Australian Securities and Investments Commission, on guarantees to prote...
Financial planning
Jennifer Smith explains the ‘what was’ and ‘what will be’ of discussing risk with clients....
Financial planning
Pressure is mounting on the Federal Government to amend elements of the Financial Services Reform Act (FSRA) following the unprecedented pooling of industry lobbying powe...
Rate the raters
Life houses have grasped the opportunity to pass judgement on risk research groups, but as Julie Bennett discovered, they also feel the raters are getting some things rig...
Financial planning
The Australian Securities and Investments Commission (ASIC) has released a guide on complying with Policy Statement 166 (PS166) after inadequate licence applications and ...
Financial planning
Parliamentary Secretary to the Treasurer, Senator Ian Campbell, reinforced his commitment to continuing the current reform momentum at an Investment and Financial Service...
Superannuation
Financial advisers do not need to gain extra qualifications to advise on self-managed super funds (SMSFs), apart from the requirements of the Financial Services Reform Ac...
Superannuation
Super splitting laws were supposed to make life easier for divorcing clients – but as Nabil Wahhab reports, when they are reviewed in conjunction with binding death nomin...
Financial planning
Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...
Financial planning
When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....
Financial planning
Financial planners frequently form strategic alliances with other professionals. These relationships are often fairly loose, but there are many good reasons to make them ...
Financial planning
The Investment and Financial Services Association (IFSA) has released two model Product Disclosure Statements (PDS) to assist product issuers in developing disclosure doc...
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MARKET INSIGHTS
Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...