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...

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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...

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Superannuation

The ISA claims vertical integration and FOFA changes pose risks to fair default fund regime....

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Financial planning

Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....

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Policy & Regulation

The Federal Government appears to have more clearly defined the boundaries of stakeholder status for ASIC and APRA....

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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....

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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....

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Financial planning

Learn about the pros and cons of owning AFSL and weighs them up against becoming an authorised representative of a larger licensee...

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Policy & Regulation

The ALP will not be forgetting FOFA and will look to reimplement its model when it returns to government....

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Policy & Regulation

New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....

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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....

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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....

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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. ...

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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

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

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ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

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Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

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