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FINANCIAL ADVICE
Editorial
As the financial planning industry proceeds further into 2015 it must accept little or no further change to FOFA but a range of new debates and opportunities....
Editorial
The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...
Superannuation
Vertical integration is off the radar for the time being but may come back if amendments to the FOFA legislation are revived according to ISA. ...
Financial planning
Accounting graduates may prove the “feeding ground” for the evolving financial advice space, according to the head of the AFA. ...
Financial planning
Australia’s growing number of ultra-high net worth individuals (UHNWIs) will require financial advisors with generalist - not just investment - knowledge, a new report re...
Financial planning
A number of advisers have launched a crowd-funding effort to counter the negative publicity which has impacted the planning profession....
Financial planning
Certainty around the FOFA reforms is set to provide financial services sector employers with the security to increase staff numbers a new survey reveals....
Financial planning
The Capital Markets Cooperative Research Centre says ASIC chairman, Greg Medcraft, is off the mark when he pushes for a national exam in the absence of evidence it will a...
Financial planning
Consumer group Choice has resumed its call for a ban on asset-based fees....
Financial planning
The raft of reviews and inquiries into the financial planning sector has created the optimal set of circumstances in which to lift professional and educational standards ...
Financial planning
Many advisers are struggling to find their place in the post-FOFA industry, leading to a surge in mergers and acquisitions (M&A) and early retirements. ...
Financial planning
The Australian Bankers Association has defended vertical integration claiming many super funds are vertically integrated too....
Accounting
ASIC must forge a tighter relationship with the industry it regulates if it is to improve effectiveness of its regulation, according to CPA Australia and Chartered Accoun...
Financial planning
ISA has reiterated its calls for advisers to move with haste to a fee-for-service model, with all commission-based fees banned, including on life insurance....
Financial planning
Dealer group heads expect to see the initial influx of accountants to planning under the new licensing regime....
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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,...