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FOFA
Financial planning
Australians who seek financial advice are more confident that they will be able to support themselves through retirement without Government support, research reveals....
Financial planning
Eighteen months after it began its Wealth Management Project, ASIC confirms it is maintaining its surveillance of planners....
Editorial
Financial planners and their clients face an inevitable period of uncertainty at a time of continuing volatility if the Government moves for a double dissolution election...
Financial planning
The Parliament has passed key amendments to the FOFA legislation extending fee disclosure statement and opt-in renewals to 60 days....
Financial planning
Australia’s financial advisers are pioneers of reform, plotting the path to professionalism for other sectors to follow, a financial services broker believes...
Financial planning
The Association of Financial Advisers has welcomed FOFA amendments extending opt-in time-frames....
Life/Risk
Life/risk advisers urged to get their paperwork in order if they want to ensure grandfathered arrangements under the new Life Insurance Framework....
Financial planning
Charging clients passive fees was rampant in the financial advice industry, but there is a shift post-FOFA, Peter Kell said....
Top 100
Jason Spits writes that both aligned and non-aligned groups are reporting milder changes in their numbers than those seen in the past....
Financial planning
Constant regulatory changes such as FOFA and grandfathering have halted projects to enhance platforms, a financial firm said....
Policy & Regulation
Specialist lawyer calls for scrapping of key financial services laws that are outmoded and product-focused....
Policy & Regulation
The Government and opposition have reached a bipartisan agreement on tweaks to FOFA, meaning this would be the new norm once set in stone....
Life/Risk
The length of time taken to transition to new hybrid remuneration structures remains the last major issue to be resolved resulting from the Trowbridge Report....
Financial planning
The FPA’s national roadshow on retirement planning and best interest duty attracted almost 3000 registrations, with two shows remaining. ...
Policy & Regulation
The financial planning policy debate is far from settled and, as Mike Taylor reports, there are at least four factors in play likely to impact planners and the way they d...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...