financial advice

Financial planning

WB Financial to be swallowed by Financial Wisdom

Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...

Financial planning

Lonsec enters venture with Milliman

Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....

Accounting

Accounting bodies negative on TASA outcome

Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....

Financial planning

Planners struggling to meet FOFA standard

FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...

Financial planning

FPA writes to parliamentarians on TASA

The FPA has written to all members of Parliament stressing the level of unknowns impacting planners in the TASA bill....

Financial planning

Guardian to help advisers prepare for FOFA

Guardian Advice moves to get advisers ready for FOFA via workshops. ...

Policy & Regulation

Gearing instalments’ FOFA impact

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

Financial planning

Ensuring the long-term success of your financial advice practice

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...

Policy & Regulation

Govt so far unmoving on TASA extension

Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....

Funds management

BT-owned platforms upgraded

BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....

Financial planning

Super fund advice take-up low

New research shows only one in 10 industry super fund members use their fund’s financial planning services due to lack of interest and awareness. ...

Financial planning

Gen Ys wary of much-needed advice

A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....

Financial planning

AFA set to launch mentoring program

The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....

Editorial

ASIC's RG 146 training requirements - tidying up the loose ends

ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...