FOFA

Financial planning

Financial planners have been told they are to lose the grandfathered remuneration status of super to pension transfers under FirstChoice....

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Financial planning

The Federal Government has signaled that it has abandoned the regulatory changes to FOFA it pursued last year and that any amendments will be via bipartisan agreement. ...

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Life/Risk

This may be the final week of negotiations over new life/risk remuneration before positions are taken to the Assistant Treasurer, Josh Frydenberg....

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Financial planning

Consumers want advisers to be compliant but prefer advice focused on them and not on keeping the adviser out of trouble according to Centrepoint Alliance head, John de Zw...

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People & Products

J.P. Morgan Asset Management names Rachel Farrell as Head of Sovereign and Institutional, Asia Pacific....

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Tools & guides

Matthew Rowe writes that, broken down to its essence, the problems confronting the life/risk sector are about leadership, not professional advice....

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Financial planning

ASIC facilitative approach to the FOFA changes will end on 1 July. ...

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Editorial

The Senate Economics References Committee focus on financial advice is proving to be more about stage craft than pursuing substantial change....

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Financial planning

The FSC has backed the need to restrict the use of the term ‘financial planner/adviser’ to those with the necessary education and competency to provide personal tier 1 ad...

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Financial planning

The ANZ admitted its Prime Access advice failings before they were detected. ...

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Superannuation

The Grattan Institute claims super fund members are paying around $6 billion to much in super administration and investment fees....

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People & Products

Labor’s Bernie Ripoll has declared he will not contest his Queensland seat at the next Federal Election....

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Financial planning

New survey reveals accountants are still undecided about the degree to which they will embrace the new licensing regime....

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Financial planning

A wave of bad publicity has caused planners to lose their ‘social license’ and new approaches will be required, according to InFocus managing director, Rod Bristow....

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Editorial

A clear agenda is being prosecuted aimed at forcing the Government to hold a Royal Commission into the Financial Planning industry but do those pursuing the issue have cl...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

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

2 months 1 week ago

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

4 months 1 week ago

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

1 day 17 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

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

6 days 16 hours ago