financial advice

Financial planning

Tailoring financial advice for each generation

Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....

Policy & Regulation

FOFA carve-out for time share commissions

The Government has agreed to a FOFA carve-out for commissions paid on time share sales....

Funds management

SFG joins with CFS to enhance Snowball originated services

SFG Australia launches new managed discretionary account products into allied groups - Shadforth, Outlook and Western Pacific....

Editorial

Uncertainty besets financial services as Government rushes reforms

Rushed financial services reforms such as FOFA and Stronger Super are exacting a heavy toll on financial planners and superannuation funds....

Superannuation

My Adviser launches specialist authority

On the back of changes announced as part of the FOFA guidelines, My Adviser has announced the launch of a specialist authority to enable accountants to continue to recomm...

Financial planning

Macquarie Private Wealth grows its financial advice numbers

In the past six months, Macquarie Private Wealth has added 13 new financial advisers across six of its state offices as it continues to expand its national presence....

Financial planning

Life/risk churn not systemic, claims AFA

The Association of Financial Advisers has warned against going too far to address churn when it is not systemic, and only a few advisers are guilty....

Editorial

Growth in financial services recruitment defies market gloom

Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....

Policy & Regulation

AFA to establish FOFA implementation group

Association of Financial Advisers looks to take facilitative approach on implementation of the Future of Financial Advice regulations....

Policy & Regulation

Planner fee models need to be FOFA ready

Elixir Consulting has urged financial planners not to leave it too late to remodel their pricing structures before Future of Financial Advice changes come into effect....

Editorial

Accountants get their slice of the financial advice pie

While the industry has given a broad welcome to the limited licensing regime, accountants will need to be subjected to the same scrutiny as financial planners, writes Mik...

Financial planning

Wanted: female financial advisers

Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....

Policy & Regulation

FOFA implementation may fuel practice sales

Radar Results points to likely increase in practice sales as financial planners position ahead of 2013 FOFA implementation....

Policy & Regulation

Multi-manager funds avoid FOFA complaints: Russell

Russell Investments head of advice capability John Nolan says multi-manager funds will avoid inevitable complaints under FOFA's 'best interest' duty....

Financial planning

Zenith picks up former S&P client

Zenith has entered into an agreement to provide managed funds research to Brisbane-based FTS Personal Financial Advice, a former client of S&P Funds Services....