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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....
Financial planning
Money Management has partnered with Tepana Financial Indices to bring you the 2013 Independent and Institutional Dealer Groups of the Year. ...
Financial planning
Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...
Financial planning
The so-called “fifth pillar” of Australia’s banking sector, AMP, now owns the two biggest dealer groups in Australia....
Financial planning
While bank-owned dealer groups aggressively increased their adviser numbers in the last few years, non-aligned financial planning businesses have had to put serious brake...
Financial planning
More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....
Financial planning
ASIC raises the bar on platform disclosures amid concern at increased platform use by investors not using a planner....
Financial planning
Strategic partnerships between product and service providers and dealer groups appear to be going through a phase of revival with the renewed optimism in the markets....
Superannuation
Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...
Funds management
Clients’ objectives being lost amid pandemic of short-termism, according to Money Management roundtable participants....
Financial planning
BT Financial Group extends to 150 the number of funds under capital protection product....
Editorial
As it has become clearer how much capability is needed to comply with the FOFA reforms, advisers have turned to platforms to do most of heavy lifting. ...
People & Products
Ben Daly has been appointed as Goldman Sachs Asset Management’s key account manager for New South Wales and Queensland....
Financial planning
ASIC deputy chair Peter Kell has cautioned dealer groups on hiring planners who previously worked for dodgy advice practices....
Financial planning
AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....
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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...