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FOFA
Financial planning
As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...
Editorial
Mike Taylor writes that Financial Services Council chief executive, John Brogden used his last annual conference address to point to how little the big issues have change...
Superannuation
The ISA claims vertical integration and FOFA changes pose risks to fair default fund regime....
Financial planning
Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....
Policy & Regulation
The Federal Government appears to have more clearly defined the boundaries of stakeholder status for ASIC and APRA....
Policy & Regulation
Changes to FOFA amendments agreed between the Government and PUP will act as levers against a planner in a dispute with a client....
Financial planning
AFM launches online tool intended simplify managed fund application processes. ...
Editorial
Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce....
Financial planning
Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...
Policy & Regulation
The ALP will not be forgetting FOFA and will look to reimplement its model when it returns to government....
Policy & Regulation
New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....
Financial planning
The Senate inquiry of ASIC into its handling of the Commonwealth Bank is so negative it has tarnished trust in advisers, according to John Brogden....
Financial planning
AFA members will have to abide by six new principles of professionalism, which are set to form a critical part of the AFA’s revised Code of Conduct....
Financial planning
Financial advisers have been encouraged to tackle diversifiable and systematic risk simultaneously to meet the needs of a growing base of retirees seeking advice. ...
Financial planning
Financial planning practices are keen to grow their client base in the year ahead, but few intend on boosting planner numbers to achieve this, a survey reveals....
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...