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As the financial planning industry proceeds further into 2015 it must accept little or no further change to FOFA but a range of new debates and opportunities....
The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...
The Commonwealth Seniors Health Card (CSHC) is a concession card that is available to older Australians who are of Age Pension age or Department of Veterans' Affairs qual...
Legislation to include deemed income from account-based pensions in the income test for eligibility for the Commonwealth Seniors Health Card (CSHC) has recently come into...
Sean Fenton looks at the merit of long/short investment styles in today’s volatile markets. ...
Advisers are in the business of keeping their clients calm, but what happens when their own mental health is in question? Craig Parker asks....
In the fifth in a series on equity investing, Hugh Young discusses how investors can lose their way with over-ambition. ...
The financial planning industry was simply outcampaigned on FOFA and must now look to play a longer and more strategic game....
The retirement of Matthew Rowe after two terms as chairman of the FPA represents the closing of a chapter in the organisation’s continuing evolution. ...
BT Financial Group (BTFG) has been named as Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards, securing the win from TAL and OnePath, whi...
Planners' appetite for fixed income has been on the decline, but will question marks over rates and markets change that? Kate Cowling investigates....
AIA Australia has come out on top in the term and total and permanent disability (TPD) product category at the Money Management/DEXX&R Adviser Risk Choice Awards, beating...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...