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FINANCIAL ADVICE
Funds management
ETFs have moved onto a level playing field with actively managed investment products as a result of the FOFA reforms — but the onus is still on ETFs for people to invest ...
Editorial
Planning acquisitions and platform restructure set scene for future performance....
Financial planning
Following calls by the FPA for industry to work together in raising awareness around the benefits of financial advice, both ASIC and the FOS have given their support to F...
Editorial
Industry Super Network CEO David Whiteley has made an appeal to financial advisers to give FOFA a chance to work before rushing to have the reforms amended. ...
Rate the raters
If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...
Financial planning
Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...
Financial planning
The FPA has kicked off its financial planning week, which will allow consumers to get free financial advice from its members....
Financial planning
A major law firm has warned Australian consumers against taking advice from bank financial planners....
Financial planning
An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....
Funds management
Macquarie Wrap has reached $4 billion in funds under administration (FUA) for its Consolidator Series of investment, superannuation and pension accounts....
Financial planning
ISN chief David Whiteley has urged the next elected government to give FOFA a chance before abandoning it completely. ...
Financial planning
The Coalition’s Paul Fletcher reaffirms a change in Government will see a change to key elements of FOFA....
Financial planning
FPA is set to launch the Financial Planning Week later this month, which will see members provide pro-bono advice to unadvised consumers....
Financial planning
Fairfax Media has decided to exit its financial services play, selling InvestSMART to Australasian Wealth Investments....
Financial planning
Grandfathering will remain under a Coalition Government unless the client decides otherwise....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...