financial advice

Policy & Regulation

Industry buffeted by FOFA and debt crisis

As 2011 draws to a close, 4 minutes takes a look back at some of the major events that have shaped the financial services industry over the past 12 months....

Financial planning

Ventura reduces costs to financial advisers

Ventura uses multi-manager efficiencies to reduce financial adviser costs....

Policy & Regulation

Capstone adds eight practices, welcomes FOFA

Non-aligned dealer group Capstone has welcomed a post-Future of Financial Advice (FOFA) world and has announced the recruitment of eight new financial planning practices....

Policy & Regulation

Change of speaker changes odds on FOFA

The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....

Editorial

FOFA fatigue sets in for investment platforms

Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...

Editorial

Financial planning professionalism comes at a price

The moment members of the Financial Planning Association (FPA) voted to become a professional association, and in doing so, dispense with the organisation's long-standing...

Superannuation

SMSFs rise to meet new challenges

The unfolding SMSF story is an interesting one, according to Damon Taylor. The sector has enjoyed significant growth and success in recent years and is here to stay, but ...

Policy & Regulation

Second FOFA tranche gives scope to argue on volume rebates

FOFA second tranche has provided scope for financial planning groups to argue legitimacy of some volume rebates....

Policy & Regulation

Shorten introduces FOFA second tranche

<b>Updated:</b> The Assistant Treasurer, Bill Shorten, has introduced the second tranche of the Government's Future of Financial Advice (FOFA) legislation in to the Parli...

Policy & Regulation

Platforms call for FOFA deadline extension

Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...

Superannuation

Multiport grows managed account FUA

Multiport passes $150 million managed accounts milestone....

Financial planning

Uncertainty surrounds Oakeshott on opt-in

Despite ongoing lobbying by financial planners, there exists no certainty that key independents Rob Oakeshott and Andrew Wilkie will support key FOFA amendments....

Policy & Regulation

FPA concern on lack of FOFA impact assessment

The Financial Planning Association (FPA) has raised concerns about Treasury's admission that its failure to conduct a regulatory impact analysis on the Future of Financia...

Financial planning

FPA most influential group, says Shorten

The Assistant Treasurer and Minister for Financial Services, Bill Shorten, says the Financial Planning Association has been the most influential financial planning body i...

Policy & Regulation

FPA members better prepared for FOFA, survey says

Members of the Financial Planning Association are more prepared to meet the changes required by the Government's Future of Financial Advice changes....