FOFA

Financial planning

The former Treasury deputy secretary who oversaw much of FOFA, Jim Murphy, has been appointed Rudd’s chief of staff....

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Superannuation

With the Future of Financial Advice (FOFA) reforms having come into effect as of 1 July, Tria Investment Partners Andrew Baker says the legislation has failed to address ...

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Accounting

The Institute of Public Accountants has given its members an alternative to compliance with APES 230. ...

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Financial planning

More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....

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Superannuation

The Industry Super Network has launched an advertising campaign focused on the payment of commissions with respect to financial advice around superannuation....

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Financial planning

FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....

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Financial planning

ASIC doubles NTA levels for custodians and IDPS providers ...

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Financial planning

ASIC raises the bar on platform disclosures amid concern at increased platform use by investors not using a planner....

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Financial planning

David Bradbury replaces Bill Shorten in Financial Services portfolio....

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Superannuation

Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...

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Financial planning

The legislation to enshrine the term ‘financial planner/adviser’ has failed to make it into the Senate but the FPA has not given up....

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Policy & Regulation

The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....

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Policy & Regulation

FSC chief John Brogden has written to the new Labor government asking for FOFA to be extended until 1 July, 2014....

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Policy & Regulation

BT Advice has revealed how much in money and human resources it spent on FOFA preparations....

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Financial planning

After much debate, FOFA is set to hit the beach in a matter of days on 1 July. D-Day is imminent – and a survival strategy for planners is now absolutely imperative, writ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 23 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago