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FINANCIAL PLANNING
People & Products
Schroders Australia CEO Greg Cooper has been elected chairman of the Financial Services Council (FSC)....
Financial planning
Planning companies willing to acquire licences may be able to secure grandfathering arrangements. ...
Financial planning
New US research suggests planners need to be careful about making assumptions about what female clients want....
Life/Risk
Adviser remuneration is only one part of the equation on life/risk churn, says AFA chief executive Brad Fox....
Financial planning
Former Apogee head says the traditional model of a risk-focussed dealer group is not sustainable in the post-FOFA era. ...
Financial planning
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...
Editorial
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...
Top 100
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....
Top 100
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...
Financial planning
There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....
Financial planning
Legg Mason has announced it will package its four Significant Investment Visa (SIV) complying fund to provide a solution for financial planners....
Financial planning
Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...
Financial planning
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...
Financial planning
Confronted by a Senate Committee inquiry, ASIC has delivered a highly detailed enforcement report and pointed to the likelihood of FOFA uncovering legacy issues....
Funds management
Fund manager Legg Mason has announced it will package its four Significant Investment Visa (SIV) complying funds to provide a solution for advisers....
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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....