financial advice

Policy & Regulation

The uncertainty created by FOFA was a factor in Count board's decision to recommend CBA bid....

Financial planning

Financial planning groups dig in against opt-in

While the industry funds laud the FOFA legislation, the key financial planning groups maintain their rage against opt-in....

Financial planning

Technology poses threat and opportunity to wealth managers - Tria Investment

While the Future of Financial Advice is the immediate concern for wealth managers, rapid changes in technology may have a more telling long-term impact....

Policy & Regulation

Confidence waning as FOFA looms

The Government's Future of Financial Advice (FOFA) proposals combined with the long delays in delivering the actual legislation have served to drive down confidence among...

Financial planning

Insto demand elevating practice values

Institutions desperate to meet profit expectations in the face of lost legacy business are desperate to snap up increased distribution, artificially elevating financial p...

Superannuation

Corporate superannuation fund members could lose advice <br /> under opt-in

Opt-in could result in corporate super fund members having to individually opt in to advice fees every two years, reducing their access to advice, corporate super represe...

Policy & Regulation

Asteron announces pre-FOFA upgrades

Asteron has announced a range of product enhancements as part of a stated plan to help its advisers navigate through upcoming Future of Financial Advice (FOFA) reforms. ...

Editorial

Intra-fund advice class order removal a relief

ASIC's guidance document on scalable advice should be welcomed for one thing, the manner in which it proposes to remove the class relief granted to superannuation fund tr...

Policy & Regulation

FOFA's stockbroking commission ban ill-considered

A ban on stockbroking commissions proposed in the Government's Future of Financial Advice (FOFA) reform package will be detrimental for the industry and have unintended c...

Financial planning

Global jitters highlight value of advice: AFA

The current global financial jitters highlight the value of financial advice, as clients lean on advisers to guide them through difficult times, according to Association ...

Policy & Regulation

Lack of comparison undermines FOFA

The Federal Treasury has admitted it has not done a complex international comparison of the Government's proposed Future of Financial Advice (FOFA) changes and experience...

Policy & Regulation

Technology key to handling FOFA changes

Financial planning dealer groups will need to embrace technology driven advice models in the new post Future of Financial Advice (FOFA) world, according to the ANZ Wealth...

Financial planning

Another AXA practice joins MLC

A Sydney based financial planning practice has switched licensees from Charter to Garvan following an approach from MLC....

Editorial

Building lasting client relationships

A recent study has shown that advisers see their client relationship as the primary foundation of their value proposition. Fiona Mackenzie describes the importance of a ...