financial advice

Financial planning

ASIC annual spend climbs as fees reap windfall

Regulator spends big but earns its keep for Commonwealth...

Editorial

Given the manner in which the financial planning and accounting communities have been pushed even more closely together by FOFA and TASA, it is worth reflecting upon the ...

Financial planning

Advice still major cause of complaints

Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...

Editorial

Is a ‘Son of Wallis’ review of financial services looming?

A close reading of the submissions so far lodged with the Senate Committee investigating the operations of ASIC suggests the newly-elected Abbott Government will be right...

Financial planning

BT Select ramps up planning push

BT Select points to new growth objective backed by increased resourcing of member practices....

Superannuation

Intra-fund fees should be negotiable: CSSA

Corporate super specialists have been the most negatively affected by the Future of Financial Advice (FOFA) reforms due largely to a misunderstanding about the services t...

Financial planning

Dealer groups turning away planners

Dealer group heads deny playing a numbers game and admit to turning away some planners....

Accounting

IPA completes break with APES 230

The IPA confirms its break with APES 230 with the formalisation of its own Pronouncement 11....

Financial planning

Govt won’t be rushed on grandfathering changes

Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....

Financial planning

Mortgage Choice brokers hot for advisers

One in four existing Mortgage Choice franchise owners have signalled their intentions to start a financial planning franchise....

Financial planning

Rubik launches COIN 4.2

Rubik Financial has released the latest version of its COIN financial planning software following its integration with scaled advice solutions provider Provisio Technolog...