FUTURE OF FINANCIAL ADVICE

Financial planning

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...

image
Superannuation

Though the death of SMSFs may have been regularly predicted in years past, modelling within Deloitte's Dynamics of the Australian Superannuation System report, released i...

image
Policy & Regulation

The FPA and AFA will continue to press for amendments to FOFA despite the 12-month implementation period....

image
Policy & Regulation

Government extends compulsory FOFA implementation to July 1, 2013....

image
Editorial

Concerns ASIC and APRA were becoming increasingly politicised were brought to a head during the hearings into the FOFA reforms....

image
Policy & Regulation

The FPA has written to the key independents outlining the flaws in the FOFA bills and seeking support for amendments....

image
Financial planning

Platform providers might be required to disclose their selection criteria for financial products included on their investment menu....

image
Editorial

There are several reasons why many financial planners avoid recommending industry super funds. Cameron Darrow outlines a few....

image
Superannuation

Securitor has developed an offering to help accountants continue to provide SMSF-related services....

image
Policy & Regulation

Observers attending the parliamentary committees reviewing the FOFA bills are concerned at the absence of the Australian Greens....

image
Policy & Regulation

The Financial Planning Association has asked the Government to allow a one-year transition timeframe for the implementation of the Future of Financial Advice reforms....

image
Editorial

If Bill Shorten did not already have enough reason to announce appropriate transition periods for the implementation of FOFA and the Stronger Super legislation, he might ...

image
Financial planning

Bendigo Wealth has formed a partnership with Provisio Technologies under which the software firm will help Bendigo form a scaled advice offering....

image
Accounting

Bill Shorten criticises accounting bodies for publishing open letter on accountants' exemption, promising an announcement within weeks....

image
Policy & Regulation

The cost of further superannuation tax concessions is inaccurate and based on outdated data, according to new ASFA research....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 3 hours ago

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

1 week 4 days ago

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

2 weeks 2 days ago