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FINANCIAL ADVISERS
Policy & Regulation
The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...
Superannuation
AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...
Funds management
van Eyk has warned advisers and clients not to jump into any investment decisions based on New Year predictions....
Superannuation
Advisers need to be careful about whether parties are related when considering in-house assets in super, according to Scott Hay-Bartlem from Cooper Grace Ward....
Financial planning
The Financial Services Council's backdown on its 'churning' policy has been welcomed by the Association of Financial Advisers (AFA)....
Financial planning
As more financial advisers go down the specialist path, establishing a successful financial advice business in the new regulatory landscape may require a similar approach...
Financial planning
Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....
Life/Risk
In the ongoing debate about risk insurance fees versus commission, it’s time to think about the financial adviser's value proposition, writes Col Fullagar. ...
Financial planning
MLC-backed dealer group Godfrey Pembroke has added Tasmanian-based advice and accounting firm Collins SBA to its ranks....
Financial planning
Up-to-date insurance data feeds can improve practice management for financial advisers, but more insurers need to come on board, AFA chief executive Brad Fox said....
Financial planning
AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....
Superannuation
New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....
Financial planning
Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....
Financial planning
The Financial Services Council (FSC) is set to seek class order relief from provisions in the Trade Practices Act in order to implement its anti-churning policy, accordin...
Financial planning
Advisers can improve the health and profitability of their business by getting involved in philanthropy, according to Shadforth Financial Group (SFG) national head of phi...
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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,...