Planning companies willing to acquire licences may be able to secure grandfathering arrangements. ...

New US research suggests planners need to be careful about making assumptions about what female clients want....

Adviser remuneration is only one part of the equation on life/risk churn, says AFA chief executive Brad Fox....

Former Apogee head says the traditional model of a risk-focussed dealer group is not sustainable in the post-FOFA era. ...

While recent media reports have painted a less than flattering picture of its former culture, it is important to recognise that Commonwealth Financial Planning has come a...

Tasmanian Liberal Senator, David Bushby, who is chairing the Senate Committee reviewing ASIC, made a very good point when he said that nothing in the FOFA changes will pr...

Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....

Legg Mason has announced it will package its four Significant Investment Visa (SIV) complying fund to provide a solution for financial planners....

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...

Confronted by a Senate Committee inquiry, ASIC has delivered a highly detailed enforcement report and pointed to the likelihood of FOFA uncovering legacy issues....

Fund manager Legg Mason has announced it will package its four Significant Investment Visa (SIV) complying funds to provide a solution for advisers....