financial advice

Policy & Regulation

Asteron creates FOFA 'lobby pack' for advisers

Life insurance provider Asteron has created a Future of Financial Advice (FOFA) 'lobby pack', which teaches the company's adviser network how to lobby their members of pa...

Financial planning

Queensland's PWK joins Paragem AFSL

Queensland boutique PWK Private Wealth Advisers has moved under the Paragem umbrella....

Editorial

Narrow focus limits broader FOFA vision

A strong line of argument is being pursued by sections of the financial planning industry that the Government has been focusing its Future of Financial Advice (FOFA) chan...

Editorial

Financial advice shared makes for protection doubled

Tim Browne shares his views and presents some case histories as he surveys the much-debated topic of banning commissions for risk insurance within superannuation. ...

Policy & Regulation

Disclose pay-for-ratings in FOFA: van Eyk

Van Eyk has called for a requirement for the pay-for-ratings research model to be disclosed within the Government's FOFA reforms....

Policy & Regulation

FOFA balance is right, says Shorten

The Assistant Treasurer, Bill Shorten, has claimed the balance of FOFA is right and has urged the financial services industry to support a super guarantee increase based ...

Funds management

Confident property advisers back regulations

With an increasing number of financial advisory groups offering some form of property advice either through in-house specialists or through a referral agreement, property...

Policy & Regulation

Chan & Naylor question FOFA outcomes

Some changes under the Government's Future of Financial Advice reforms will not have the intended results, unfairly targeting the smaller players and favouring large inst...

Financial planning

Brokers of the future to offer financial advice

More mortgage brokers are looking to add financial planning to their skill set in a bid to future-proof their incomes, a new survey has revealed....

Financial planning

Finance sector with most positive hiring sentiment

Employers in the finance, insurance and real estate sectors have indicated they will extend their consistent hiring into the next quarter, according to the Manpower Emplo...

Editorial

FOFA needs a balanced approach

The Government needs to consider all sides of the debate as it prepares to release the Future of Financial Advice draft legislation, writes Mike Taylor....

Financial planning

New ASIC boss warns 'gatekeepers'

New ASIC chairman, Greg Medcraft wants financial service 'gatekeepers' to vet products going to retail investors....

Policy & Regulation

Two years before FOFA valuations impact

It may be two years before the full impact of FOFA on planning practice valuations becomes clear....

Superannuation

Simultaneous client/planner retirement a challenge

Many financial planners belonging to the baby-boomer generation will retire around the same time as the majority of their clients, creating a greater need for well though...

Financial planning

Planners should focus on bigger picture: IPA

The Institute of Public Accountants has spoken out in favour of the Government's Future of Financial Advice (FOFA) reforms, arguing that the financial planning industry s...