FUTURE OF FINANCIAL ADVICE

Expert Analysis

As numerous studies and roundtables have failed to find a successful financial advice model, collaboration between stakeholders could be the solution, writes Neil Macdona...

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Features

Mike Taylor writes that with the few remaining grandfathered remuneration arrangements coming to an end, a different regime has already evolved with the ultimate cost bei...

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Financial planning

NSW Liberal Senator, Andrew Bragg, has stated his belief the financial services industry had too much influence over Liberal Party policy and that the Coalition was wrong...

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Financial planning

Advisers should not be tainted by media reports that they are using stamping fees as a remuneration loophole, according to the Association of Financial Advisers. ...

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Financial planning

A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra-fund advice and to create an environment that favours o...

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Financial planning

At the same time as it seeks to reshape and rebuild its advice business, AMP Limited has called on a Government panel to consider changes which would make it easier to ac...

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Financial planning

The benefits of comprehensive financial advice significantly outweigh those delivered by intra-fund advice and this should be recognised within the Retirement Income Syst...

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Financial planning

Amid concern and confusion around how the Australian Securities and Investments Commission yearly opt-in and fee disclosure will work, adviser groups are urging flexibili...

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Features

Mike Taylor writes that while the critics of asset-based fees paint them as being as inappropriate as commissions, the commercial evidence suggests their use fills an imp...

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Financial planning

The Institute of Public Accountants has emerged at the head of a new push to reinstate the Accountants’ Exemption....

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Financial planning

Advisers have been urged to be mindful of the Treasurer, Josh Frydenberg’s move to impose 12-monthly opt-in and fee disclosure arrangements....

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Financial planning

The degree of commercial pain being felt by financial planning dealer groups has been laid bare in the documentation surrounding the CountPlus acquisition of Count Financ...

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Superannuation

Conflicted fees are once again a hot legal topic, with Suncorp being hit with a class action in the New South Wales Supreme Court over superannuation commissions paid to ...

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Financial planning

Adviser Ratings, the firm that grew out of the Future of Financial Advice and the consumer movement, is now seeking to crowd-fund its growth initiatives....

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Funds management

Major fund manager, Platinum Asset Management has called on the Royal Commission to further scrutinise platform shelf-space fees and problematic relationships between pla...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 day ago

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

4 days 23 hours ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

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Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

3 weeks 1 day ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

2 weeks 5 days ago