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FINANCIAL ADVISERS
Policy & Regulation
Midwinter has made a range of changes to its Client Manager and Reasonable Basis software in response to the Government's recently announced FOFA reforms....
Financial planning
The Association of Financial Advisers (AFA) has launched its Female Excellence in Advice award, which the association said would address gender inequity within the indust...
Financial planning
Count will apply for second AFSL and aim to become the IDPS operator and RSE with respect to its strategic platform offerings in response to the banning of volume-related...
People & Products
The Federal Government has recommended Greg Medcraft be appointed the new chairman of the Australian Securities and Investments Commission....
Financial planning
Mortgage aggregator Vow Financial has entered the financial services sector to help brokers "quarantine" their clients against financial planners, according to chief exec...
Financial planning
Iress has released a new client engagement tool linked to advice platform Xplan, which it says will allow intra-fund and full-service advisers to leverage off each other'...
Financial planning
The Financial Services Council has confirmed transitional arrangements on volume rebates involving the grandfathering of those existing before 30 June, 2012....
Financial planning
New AFA research has confirmed FOFA risks escalating Australia's underinsurance problems....
Financial planning
The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...
Financial planning
The Treasury's two 'best interest' duty options, offered up to the Future of Financial Advice Peak Consultation Group for discussion, have been met with a mixed response....
Financial planning
Colonial First State's FirstChoice platform has embarked on a joint development with IRESS' XPLAN software, which the two companies said would reduce application turnarou...
Financial planning
The number of legislative and regulatory changes for the financial planning industry coming through in the next couple of years could be too burdensome and distracting fo...
Financial planning
The Association of Financial Advisers (AFA) has reiterated its calls for the Federal Government to enshrine the term 'financial adviser/planner' in legislation, but in sl...
Editorial
With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...
People & Products
The Association of Financial Advisers (AFA) has appointed Wealth Enhancers financial adviser Sarah Riegelhuth to chair its 2011-2012 GenXt Committee....
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MARKET INSIGHTS
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,...