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FINANCIAL ADVICE
Policy & Regulation
Professional Investment Services (PIS) warns that Shorten's approach of introducing FOFA in tranches has inherent dangers....
Policy & Regulation
IAS has credited groups looking to integrate their services prior to FOFA with driving $150 million of inflows into its managed discretionary account service in the past ...
Policy & Regulation
The PJC has recommended key changes to Government legislation, providing hope it might act similarly on FOFA....
Policy & Regulation
A new legal analysis of the FOFA reforms suggests financial advisers will have to go further than simple disclaimers in seeking to provide limited advice....
Financial planning
A group of Westpoint investors is likely to receive $1.39 million in compensation from Queensland-based Strategic Joint Partners, as ASIC reaches another settlement regar...
Policy & Regulation
The Federal Opposition has called on the Government to delay the implementation of its FOFA legislation....
Policy & Regulation
Buyer of Last Resort arrangements entered into decades ago are returning to haunt some of the major financial services institutions as growing numbers of older financial ...
Financial planning
There are a number of positives that will make 2012 a good year for financial advisers despite a tough economic environment, according to Equity Trustees (EQT) head of we...
Financial planning
The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....
Editorial
The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...
Editorial
Australian financial planners seem destined to end 2011 in much the same fashion they ended 2010 - uncertain about the fine detail of the regulatory regime that will unde...
Superannuation
Superannuation fund members don't want to pay extra for financial advice they get over the phone or internet....
Financial planning
The number of students in Certified Financial Planner (CFP) aligned courses more than doubled in 2011 and the industry is now viewing graduate entrants more favourably, a...
Financial planning
The current round of reforms attempt to manage conflicts of interest in the industry, but they won't be eliminated unless there is a structural separation of product and ...
Financial planning
RaboDirect's new online self-managed superannuation fund (SMSF) is designed to hand back control to financially and technically savvy retail investors....
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...