FINANCIAL ADVICE REFORMS

Financial planning

Platform providers might be required to disclose their selection criteria for financial products included on their investment menu....

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Editorial

There are several reasons why many financial planners avoid recommending industry super funds. Cameron Darrow outlines a few....

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Superannuation

Securitor has developed an offering to help accountants continue to provide SMSF-related services....

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Policy & Regulation

A perception that volume rebates from product issuers to dealer groups will be allowed "in some shape or form" by the FOFA reforms prompted a turnaround in financial plan...

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Accounting

Bill Shorten criticises accounting bodies for publishing open letter on accountants' exemption, promising an announcement within weeks....

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Financial planning

Risk-focused financial advisers remain optimistic about the outlook for themselves and their practices despite the changes facing the industry, according to a Zurich Fina...

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Financial planning

With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...

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Financial planning

Securitor, one of BT Financial Group's major dealer groups with 450 advisers, has joined the Association of Financial Advisers....

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Financial planning

If Industry Super Network has ended 2011 as the industry's big winner, it came at the expense of the financial planning industry....

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Financial planning

Van Eyk has acquired financial services consulting firm the Encore Group for an undisclosed sum....

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Financial planning

AMP-backed Multiport has continued to grow its presence in the managed accounts markets, announcing this week it had reached $150 million in funds administered on its man...

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Financial planning

Major platform providers across the industry are now moving away from a heavy period of platform consolidation to focus on developing and upgrading the remaining products...

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Financial planning

IRESS will set up a UK division after its XPLAN software was picked up by the UK's largest financial advice group, Sesame Bankhall Group....

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Financial planning

HUB24 has added seven dealer groups and three separately managed account managers to its client list, the platform provider has announced....

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Financial planning

It is important not to take legislation such as the recent round of superannuation reforms to parliament without first forming an industry consensus, according to Ministe...

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GG

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