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Financial planning
Provisio has forecast that the demand for online financial advice technologies is set to surge as the industry grapples with ways to lower the cost of delivering advice i...
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Financial planning
Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....
Financial planning
William Buck points to value of accountants and financial planners in estate planning process....
Financial planning
The Corporate Superannuation Specialists Association has cited research backing its concerns around the provision of financial advice in MySuper funds....
Policy & Regulation
Amendments are needed to the Government's Future of Financial Advice (FOFA) legislation to enable financial advisers to appropriately deliver scaled advice, according to ...
Policy & Regulation
Professional Investment Services has warned of PI inconsistencies in the FOFA legislation best interests provisions....
Financial planning
An average UK consumer is willing to pay no more than AUD$230 for financial advice, according to a survey carried out by CoreData in the UK....
Policy & Regulation
FOFA reforms will dent the growth of the personal superannuation and allocated pension markets, but the self-managed, industry super fund and employer sponsored sectors w...
Financial planning
IOOF has reduced the investment fee of the IOOF Multi Series Balanced Trust by 10 basis points to 0.55 per cent, and increased the trust's exposure to active management....
Financial planning
IOOF has reduced the investment fee of the IOOF Multi Series Balanced Trust by 10 basis points to 0.55 per cent, and increased the trust's exposure to active management....
Financial planning
The Australian Securities and Investments Commission accepted enforceable undertakings from three former Storm Financial advisers in the week before Christmas....
Policy & Regulation
The Law Council of Australia has warned that the Government's FOFA changes risk going further than is necessary to achieve their core outcomes....
Financial planning
Matrix dismisses the $11 estimate on financial planner opt-in as ridiculous and cites a figure of $95 per client per year....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....