FUTURE OF FINANCIAL ADVICE

Editorial

The Government's Future of Financial Advice proposals may serve to alter the legislative environment but, as Mike Taylor writes, new research suggests much more is requir...

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Editorial

As the Federal Treasury reaches the final stages of its consultation process around the Future of Financial Advice reforms, the debate has seemed closed to the very peopl...

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Policy & Regulation

Financial planning firm Infocus Money Management has appointed a new chief operating officer to help transition the business to a fee-for-service model before the propose...

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Financial planning

More financial planners may be getting their own Australian Financial Services Licences (AFSLs), but the real debate should be about fulfilling ongoing compliance obligat...

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Financial planning

Greater flexibility and independence, increasing dealer group fees, and concerns around fulfilling a fiduciary duty are some of the reasons why more advisers are applying...

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Financial planning

New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...

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Policy & Regulation

The lift in financial advice standards proposed by the Future of Financial Advice (FOFA) reforms is a step in the right direction, but it is not enough, according to Glob...

Superannuation

New analysis suggests that the SMSF segment has peaked and numbers will decline as boomers die off....

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Financial planning

Questions have been asked about why the Australian Law Reform Commission didn’t have carriage of the Future of Financial Advice reforms....

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Financial planning

The majority of advisers surveyed by Radar Results believe it is likely they will lose clients as a result of the opt in for continuing advice reform....

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Superannuation

Chant West issues warning that separating adviser fees from super returns will not necessarily create greater clarity....

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Financial planning

The Federal Government has revealed its 16-member advisory panel for financial advice and professional standards....

Editorial

Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...

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Superannuation

The Self-Managed Super Fund Professionals’ Association is pushing for higher standards for financial planners who advise in the sector....

Financial planning

If there were well known stories about the value of advice, the political battles that the financial planning industry faces might be easier, according to Financial Wisdo...

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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 2 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....

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

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

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