While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...
Education provider confident licensees can choose quality training without regulator oversight....
A technical issue which prompted AFS Group not to establish a trust account via which it could remunerate authorised representatives has ended up denying those planners t...
Synchron’s John Prossor claims a repeat of the AFS brokerage losses can be avoided by paying advisers without delay....
AFA calls for clarity after Court rules brokerage account not reserved for advisers....
In a two-horse race at the forthcoming Federal Election, Mike Taylor writes that financial services companies are mainly backing self-interest. ...
There will be no quick fix to the grandfathering issue and the movement of planners between licensees because any possible post-election scenario could take several month...
The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...
Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...
The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...
Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...
Adviser remuneration is only one part of the equation on life/risk churn, says AFA chief executive Brad Fox....
Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....
There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....
A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....