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FINANCIAL ADVICE
People & Products
Australian Unity Personal Financial Serivces has recruited Ian McDermott as head of risk and compliance to assist the group with the final details of FOFA. ...
Financial planning
The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....
Financial planning
The FPA has released figures showing the number of Australians seeking financial advice is increasing....
Editorial
“If you don’t think financial advice on life insurance is a problem area for ASIC and for industry, please think again.” ...
Editorial
Few people in the financial planning industry will have failed to notice, via draft legislation released by the Treasury, that the Federal Government has delivered what w...
Financial planning
Two bodies will soon regulate financial planners - a serious concern to the FPA....
Financial planning
The FPA hopes the Government will introduce legislation to the Parliament this week enshrining the term ‘financial planner/adviser’....
Financial planning
New research reveals high degree of indecision on codes of conduct and opt-in....
Superannuation
Super funds which provide advice around tax want exemption from requirement to register as tax agents....
Financial planning
Advisers are focused on compliance in the lead-up to the FOFA deadline at the expense of marketing and business development, says The Advice Exchange....
Accounting
Accountants unhappy with constraints imposed by APES 230 are looking to a less fettered IPA....
Financial planning
Financial advisers practising within managed discretionary account (MDA) arrangements may seek the stability of a larger, more established MDA operator in order to meet A...
Financial planning
Financial Planning Services Australia (FPSA) has engaged consultative firm The Encore Group to drive business growth and FOFA (Future of Financial Advice) readiness....
Financial planning
Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....
Financial planning
ASIC Commissioner Peter Kell suggests embracing the purpose of FOFA is necessary for planning to become a profession....
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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,...