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FOFA
Editorial
There are signs of unwarranted and excessive enthusiasm in the listed investment companies market that could ultimately leave some participants with burnt fingers, writes...
Financial planning
With the festive season well and truly upon us, now is a good time to examine the obligations of financial advisers in relation to receiving non-monetary (or soft dollar)...
Editorial
Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....
Editorial
The Abbott Government has provided David Murray with plenty of scope to go deep when he leads the forthcoming Financial Systems Review, writes Mike Taylor....
Editorial
The financial services industry has spent much of the past six years dealing with legislative and regulatory change and, as Mike Taylor writes, the forthcoming Financial ...
Policy & Regulation
Federal Government set to deliver pre-election promises with raft of proposed FOFA amendments including grandfathering and opt-in changes....
Life/Risk
Zurich survey reveals risk advisers will enter 2014 feeling more positive than they have for two years....
Financial planning
As the big banks move their focus away from advice, financial planners will most likely return to the non-aligned space, lawyer says....
Financial planning
The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...
Funds management
Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....
Financial planning
The FPA is continuing to pursue enshrinement of the term ‘financial planner/adviser’ amid Government consideration of FOFA changes....
Financial planning
Sinodinos signals the Government’s approach to FOFA will be made public before Christmas....
Financial planning
Non-aligned advice can compete and grow but needs to shift focus away from asset management....
Financial planning
The financial planning profession needs time to regroup before any further reform is explored, an industry body believes. ...
Financial planning
Amid the implementation Future of Financial Advice (FOFA) requirements, Infocus chief executive Rod Bristow said a many Infocus offices have seen an increase in new busin...
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...