financial advice

Policy & Regulation

ASIC gets FOFA funding boost

Government delivers additional funding to ASIC for FOFA and a range of other financial services changes....

Financial planning

Consumer education key to financial advice credibility, says Paul Barrett

ANZ's Paul Barrett says educating consumers is the key to growing adviser credibility....

Financial planning

Advice heads flag end of the dealer group

Once the dust has settled on the current round of industry reforms, the dealer group as we know it may cease to exist, according to senior financial financial advice figu...

Financial planning

Lifeplan upgrades NextGen and Lifeplan

Lifeplan Funds Management has upgraded NextGen Investments Lifeplan Education Investment Fund investment products as part of a move to comply with the new FOFA regulatory...

Financial planning

Financial advice tools criticised as simplistic

Financial advisers must develop a more complex toolset to provide advice, according to senior Milliman consultants who criticised the simplistic advice models being used ...

Superannuation

Opposition wants FOFA zeal applied to superannuation governance

Opposition Senator David Bushby says Government over-egged FOFA but wants the same "zeal" applied to superannuation governance changes....

Editorial

Financial planning’s game changers

From his conversations with financial advisers, TAL Limited’s Jim Minto has identified three game-changing topics....

Editorial

Why financial planners need friends in high places

If the financial planning industry has learnt one lesson from the FOFA process, it is the vital importance of political activism, writes Mike Taylor....

Financial planning

Future 2 grants process opens

Future2 seeks financial planner support in identifying organisations to benefit from grants....

Financial planning

Overwhelming interest in AFA/FSC FOFA forum

Level of interest sees AFA/FSC upgrade to a larger venue for their Future of Financial Advice forum....

Financial planning

How financial planners can save time and money

Paul Derham and Sonnie Bailey share a few mistakes they’ve seen financial planners make over the years and outline tips for saving time and money....

Policy & Regulation

Strong response to AFA/FSC FOFA forum

A surprisingly large response to a combined Association of Financial Advisers and Financial Services Council forum on the Future of Financial Advice changes indicates fin...

Policy & Regulation

Financial planners move on from FOFA 'wedge'

The Association of Financial Advisers tells its members it is time to move on with the new post-FOFA environment despite being wedged by the Govt and Industry Super Netwo...

Financial planning

No clear line between holistic and scaled advice: ASIC

All financial advice is scaled to some extent, and 'there isn't some form of separation between holistic and scaled', according to ASIC senior executive leader Ged Fitzpa...

Editorial

Will Bill Shorten deliver on his FOFA promise?

In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...