FSI

Policy & Regulation

2015: A year of policy challenges

Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....

Financial planning

Is wealth paying dividends for banks?

New analysis of bank annual results questions whether they are getting an appropriate return on their investment in wealth management....

Accounting

Govt’s FSI response to open door for ESG investment

The Government’s response to the FSI report will create greater opportunities for Australians to invest in projects that match their beliefs, according to the Institute o...

Financial planning

Existing planners in limbo over FSI response

The Government’s decision to lift minimum education standards for new planners puts 22,500 existing financial planners in limbo, DeakinPrime warned. ...

Policy & Regulation

Govt rejects upfront commissions ban

The Government will consider further extending the existing FOFA provisions if reforms are not found to better align firm and consumer interests by 2018....

Policy & Regulation

Govt education lift on planners a win

The Government’s response to the FSI to lift professionalism in financial advice and planning through education has been welcomed by industry bodies...

Policy & Regulation

Govt delivers on financial planner enshrinement

The Government’s FSI response has delivered on higher educational standards for planners together with enshrinement of the term “financial planner/adviser”....

Editorial

Super governance not the biggest issue

The Grattan Institute's Jim Minifie argues that the super governance reforms currently being pursued by the Government are defensible - but not the main game for members....

Editorial

The consequences of change

A change of minister combined with a change in ministerial advisory personnel and Government policy attitudes has altered the dynamic for the key financial services lobby...