The chair of the Parliamentary Joint Committee on Corporations and Financial Services, Senator Grant Chapman, has indicated it may re-examine the issue of risk product di...
Q: Under Financial Services Reform (FSR), what is the scope of advice we can provide during an initial client meeting before a Statement of Advice (SOA) is provided? My u...
Jennifer Smith explains the ‘what was’ and ‘what will be’ of discussing risk with clients....
Pressure is mounting on the Federal Government to amend elements of the Financial Services Reform Act (FSRA) following the unprecedented pooling of industry lobbying powe...
The Boutique Financial Planning Principals Group (BFPPG) is lobbying Government for changes to aspects of the Australian Financial Services Reform Act (FSRA) which it arg...
The Australian Securities and Investments Commission (ASIC) has released details of how it will administer conduct and disclosure requirements for financial planners unde...
A "plain English" guide on the Statement of Advice (SOA) and a model Financial Services Guide (FSG) have been released by a consortium of industry groups to assist member...
FINANCIAL Planners could be forced to show in Product Disclosure Statements (PDSs) all the fees and commissions they receive from selling funds management products under ...
In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...