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...

image
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...

image
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...

image
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. ...

image
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...

image
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...

image
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...

image
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...

image
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...

image
Financial planning

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

image
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....

image
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...

image
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 ...

image
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....

image
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...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 21 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 19 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 22 hours ago