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FINANCIAL ADVICE
Superannuation
Super funds providing scaled advice to their members may soon be required to play by the same rules as the rest of the financial planning sector, as the corporate regulat...
Financial planning
The way planning practices charge for advice will be key to how well they deal with Future of Financial Advice (FOFA) regulations - and charging an hourly rate is definit...
People & Products
Outgoing ACCC chairman, Graeme Samuel, will soon run the Melbourne office of independent investment bank Greenhill Caliburn....
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Financial planning
Now is no time for advisers to ease up in terms of lobbying local MPs around FOFA issues, according to AFA chief executive Richard Klipin....
Financial planning
Mid-tier dealer groups have turned in a mixed performance over the last 12 months as some grew faster than the more established players in the market, while others have l...
Policy & Regulation
The FOFA changes are weighing heavily on planners, prompting action by the AFA and Beyond Blue....
Policy & Regulation
Financial planners are set to maintain their lobbying against the Government's FOFA proposals....
Editorial
New research confirms consumers who use financial planners are generally happy with the service they receive but, as Mike Taylor reports, it also points to how many clien...
Editorial
One of the biggest threats to a baby boomer’s retirement plans could be the underinsurance of their adult children. Kevin Goss explains why all family members must be ade...
Policy & Regulation
Elixir Consulting has launched a program to help planners get 'FOFA-ready'....
Financial planning
The FPA has accused the ISN of conducting a politically motivated campaign to drive competition out of the planning industry....
Financial planning
AMP has officially launched its scaled advice service, My Money Choices, which has been developed based on research and in consultation with AMP planners....
Financial planning
New Roy Morgan research has confirmed that up to half of planning clients are out of touch with their planners....
Policy & Regulation
A significant number of financial planners believe the implementation of the Government's Future of Financial Advice (FOFA) changes will not only cost them money, but als...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...