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BRAD FOX
Financial planning
New FOFA research commissioned by industry funds is at odds with reality, according to financial planning executives. ...
Financial planning
Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Life/Risk
Cultural shifts over the last few years might have resulted in consumers driving churn, according to an insurance executive....
Financial planning
Association of Financial Advisers (AFA) chief executive officer Brad Fox has called for a new life insurance awareness campaign after a white paper revealed a huge gap be...
Superannuation
Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...
Policy & Regulation
The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....
Accounting
Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...
Life/Risk
AFA insists any examination of churn and self-regulation must look beyond the adviser channel....
Life/Risk
The Federal Opposition says that so far as churn exists in the life/risk sector it should be subject to a self-regulatory approach....
Accounting
FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....
Superannuation
Super contribution cap welcomed for older workers but slug on higher earners is disincentive and adds complexity to system...
Superannuation
Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...
Financial planning
AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....
Life/Risk
ASIC will spend the next 12 months focusing intensely on churn, according to the senior executive leader of the financial advisers team, Joanna Bird. ...
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Podcast
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...