financial advice

Financial planning

FDS preparation work should not be wasted

Planners who have prepared for the full FDS regime should continue to use the work to build their value proposition and client relationships...

People & Products

FOFA prompts IOOF recruitment drive

IOOF hires a head of specialist sales as part of its post-FOFA value proposition....

Editorial

Bringing FOFA back into balance

As the financial planning industry moves into 2014 it does so in the knowledge that the Abbott Government has delivered on its undertakings to address what it regarded as...

Financial planning

Call for appropriate aligned and non-aligned definitions

Transparency around who is an “aligned” or “non-aligned” adviser deemed vital....

Financial planning

Opportunities and challenges for financial planners in 2014

Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...

Editorial

Financial Systems Review a chance to move beyond FOFA

While there are many loose ends associated with the Future of Financial Advice regime, Mike Taylor writes that the Government should avoid allowing its Financial Systems ...

Financial planning

Sinodinos urges planners to pass on savings

Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....

Financial planning

Out-of-date financial services model moving backwards

FOFA amendments attempt to shore up old model that will be undercut by online services. ...

Financial planning

Systemic issues still haunt the industry

FOS has identified planner conduct and inappropriate claims handling as possible systemic issues during the December 2013 quarter....

Financial planning

ASIC to keep monitoring complex product advice

ASIC has identified financial advice as one of the most critical factors in protecting consumers and will continue to review the advice provided on complex products. ...