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FINANCIAL ADVICE
Policy & Regulation
One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...
Policy & Regulation
The legislative changes evolving from the Future of Financial Advice (FOFA) reforms may force the Federal Government to finally move on the tax treatment of legacy financ...
Financial planning
There is a distinct difference in adequate levels of insurance between people who have received financial advice and those who have not, according to a new piece of resea...
Editorial
The Government's Future of Financial Advice proposals may serve to alter the legislative environment but, as Mike Taylor writes, new research suggests much more is requir...
Financial planning
The current reform revolution is a once-in-a-generation opportunity to get it right and improve trust in the industry, but several proposed changes risk taking the reform...
Financial planning
Tight deadlines relating to the implementation of higher adviser education standards will test the UK planning industry....
Policy & Regulation
Paragem’s network expands as the company sees promise in the FOFA reforms....
Policy & Regulation
The key lobby groups making up the financial services industry are hoping to see the first draft of the legislation emanating from the Government’s Future of Financ...
Financial planning
The Australian Institute of Superannuation Trustees (AIST) has taken a largely sympathetic approach to an option within a Treasury options paper to alter the Australian F...
Editorial
The role of licensee payments from platform providers has become a bone of contention in the financial advice industry, writes Marianne Perkovic....
Editorial
The financial planning industry has ended 2010 amid just as much uncertainty as the beginning of the year, writes Mike Taylor....
Editorial
Robert Keavney recognises the trend for industry super funds to establish financial advice businesses, like their retail competitors. But he asks the question: Whose mone...
Financial planning
Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....
Financial planning
New research suggests inadequate competency requirements leave planners struggling with ethics....
Financial planning
Financial planners are ending 2010 in reasonable shape, and while some are feeling uncertain about their prospects for the New Year, many are exercising caution rather th...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...