financial planners

Policy & Regulation

Change of speaker changes odds on FOFA

The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....

Superannuation

Specialist SMSF accreditation on the rise

Dealer groups increasingly turn to SMSF specialist accreditation....

Editorial

Lifting financial planning professionalism requires patience

The Financial Planning Association seems determined to “raise the bar” on professionalism in the financial planning industry, but as Mike Taylor reports, this might take ...

Editorial

FOFA fatigue sets in for investment platforms

Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...

Editorial

Financial planning professionalism comes at a price

The moment members of the Financial Planning Association (FPA) voted to become a professional association, and in doing so, dispense with the organisation's long-standing...

Policy & Regulation

Shorten introduces FOFA second tranche

<b>Updated:</b> The Assistant Treasurer, Bill Shorten, has introduced the second tranche of the Government's Future of Financial Advice (FOFA) legislation in to the Parli...

Financial planning

Multiport managed accounts FUA reaches $150 million

AMP-backed Multiport has continued to grow its presence in the managed accounts markets, announcing this week it had reached $150 million in funds administered on its man...

Superannuation

Multiport grows managed account FUA

Multiport passes $150 million managed accounts milestone....

Financial planning

Uncertainty surrounds Oakeshott on opt-in

Despite ongoing lobbying by financial planners, there exists no certainty that key independents Rob Oakeshott and Andrew Wilkie will support key FOFA amendments....

Policy & Regulation

FPA members better prepared for FOFA, survey says

Members of the Financial Planning Association are more prepared to meet the changes required by the Government's Future of Financial Advice changes....

Financial planning

Social media to kill negative financial planning perceptions

Financial planners must take advantage of social media to combat negative consumer perceptions about the industry and make Australians realise the value of advice, accord...

Editorial

Finding the right fit for multi-asset funds

Are multi-asset funds the next big thing, deja vu - or perhaps a bit of both? Janine Mace reports....

Financial planning

FPA reiterates financial planner professionalism push

<b>Updated:</b> The Financial Planning Association has pointed to a future in which there are no Australian Securities and Investments Commission bannings of professional...

Financial planning

Financial planners call for better ETF education

An overwhelming majority of financial planners and brokers agree bond exchange traded funds (ETFs) need to be better explained before they are accepted, according to a su...

Financial planning

ANZ to extend broking service to non-aligned financial planners

ANZ Wealth has signalled it intends extending its new eBroking Exchange service to cover non-aligned financial planners to help them in selling and buying practices....