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FINANCIAL PLANNING
Life/Risk
The insurance losses reported by AMP and RGA reflect pricing for good times and a need to adapt to tough times....
Financial planning
Grant Holley, the head of law firm Holley Nethercote, suggests planners take a number of steps in the wake of FOFA’s official start....
Financial planning
Equity Trustees requests mutual due diligence access after Trust said it would seek further information on take-over bid...
Financial planning
When AFA chief Brad Fox asked Roadshow attendees in Sydney to put their hands up if they thought the financial advice industry was a profession, only 5-10 per cent of peo...
Financial planning
Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....
Financial planning
Zenith Investment Partners will provide research to ESI Financial Services, the financial planning arm of 49,000-member industry superannuation fund Energy Super. ...
Financial planning
New FOFA research commissioned by industry funds is at odds with reality, according to financial planning executives. ...
Financial planning
Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...
Editorial
Barry Lambert looks at the underlying value of an AFSL, why you might avoid buying one and the likely impact of licensing accountants. ...
Financial planning
SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....
Financial planning
The Financial Planning Association (FPA) has criticised the Tax Practitioners Board (TPB) for its lack of understanding of the financial advice industry structure, highli...
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Financial planning
Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....
Funds management
The drop in the Australian dollar may reveal a few poorly performing sectors, according to accounting and advisory firm William Buck....
Financial planning
Seaview Consulting believes planning firms can translate the FOFA changes into a business opportunity....
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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....