FUTURE OF FINANCIAL ADVICE

Financial planning

The Trust Company has changed its performance framework and staff incentive program as part of an overall business review....

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Financial planning

Financial product innovation will halt as uncertainty around the Future of Financial Advice reforms persists, says Perpetual's Matt McKinnon....

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Editorial

The appointment of Mark Rantall as the new FPA chief executive comes amid revelations of disagreements in the boardroom....

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Financial planning

Stress levels in the financial advice industry are rising as structural changes take place, according to Association of Financial Advisers (AFA) chief Richard Klipin. ...

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Financial planning

The 'opt in' provisions for continuing advice and professional indemnity insurance were just two of the key issues tabled at the AFA Leadership Licensee Forum this week....

Financial planning

The lack of clarity about the Future of Financial Advice reforms may be hampering investment in processes and infrastructure, but it hasn't necessarily affected growth, a...

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Financial planning

Radar Results has seen a dramatic increase in the number of smaller financial planning businesses looking to sell....

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Financial planning

The Minister for Financial Services and Superannuation, Chris Bowen, has indicated there will be a delay in the introduction of the annual client 'opt-in' requirement for...

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Financial planning

AFA seeks to alleviate member concerns about Future of Financial Advice reforms....

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Financial planning

A key point of concern about the Future of Financial Advice reforms is its sheer size, according to FPA acting chief executive Deen Sanders. ...

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Financial planning

The Treasury has provided further clarity on how salaried bank financial advisers will be dealt with as part of the proposed Future of Financial Advice reforms. The refor...

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Financial planning

More than half of the financial planning practices surveyed by Centurion Market Makers have already transitioned to an explicit fee-for-service or asset-based fee model....

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Life/Risk

Regulators need to tread carefully if they consider extending the proposed ban on commissions to risk insurance....

Financial planning

A poll conducted by Radar Results has confirmed other industry research about negative financial planner attitudes following the announcement of the Future of Financial A...

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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 2 weeks ago

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

3 days 1 hour 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 1 day ago

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

1 week 6 days ago