FINANCIAL ADVICE

Policy & Regulation

The Association of Financial Advisers (AFA) believes the weight of evidence presented to the PJC is enough to get FOFA back on track....

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Policy & Regulation

The servicing of A and B clients will dominate and financial planners will be kidding themselves if they believe they can adequately service unduly large client books in ...

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Financial planning

Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....

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Editorial

2012 will be the year of the savvy consumer - and the financial services industry is preparing for this new trend, writes Jim Minto....

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Policy & Regulation

ASFA does not support further delays to the implementation of the FOFA reforms while a regulatory impact study is completed....

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Financial planning

The Corporate Superannuation Specialists Association has cited research backing its concerns around the provision of financial advice in MySuper funds....

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Policy & Regulation

The Financial Services Council has warned the PJC that FOFA will fail in its core objective - making financial advice more affordable....

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Policy & Regulation

The FPA has expressed concern at the FOFA process and how certain decisions such as those imposing fee disclosure and opt-in were made....

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Policy & Regulation

Amendments are needed to the Government's Future of Financial Advice (FOFA) legislation to enable financial advisers to appropriately deliver scaled advice, according to ...

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Policy & Regulation

The Federal Opposition urges financial services stakeholders to fully reveal FOFA flaws to this week's PJC hearings while, at the same time, calling for a substantial del...

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Policy & Regulation

The underlying legality of the Government's Future of Financial Advice (FOFA) changes will almost certainly be tested in the event the legislation passes the Parliament w...

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Financial planning

Fiona Mackenzie presents the top 10 tips for financial planners for focusing on client relationships and value propositions in 2012....

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Financial planning

The FOFA reforms well and truly dominated the financial planning industry during 2011 and the year ahead looks set to bring more of the same, writes Nicolette Rubinsztein...

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Editorial

If the parliamentarians involved in the Parliamentary Joint Committee reviewing the FOFA bills put aside their political affiliations then they will back some key amendme...

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Financial planning

An average UK consumer is willing to pay no more than AUD$230 for financial advice, according to a survey carried out by CoreData in the UK....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago