financial advice

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....

Superannuation

FPA pushes for retirement planning focus

The Financial Planning Association will encourage its members to focus more on retirement and post-retirement planning, according to FPA general manager of policy and gov...

Financial planning

Financial advisers need to engage young dissatisfied investors

Young investors, those who have only used a financial adviser for a short time and those with minimal investments are the most dissatisfied when it comes to financial adv...

Financial planning

Money Management set to announce 2011 Financial Planner of the Year

Money Management has selected its 2011 Financial Planner of the Year and will announce the winner tomorrow at the Financial Planning Association national conference in Br...

Financial planning

WHK shuns vertical integration

FOFA reforms will mean financial advice groups will either move down the vertical integration path towards a hybrid model or focus purely on the professional advice model...