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....

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Financial planning

Eighteen months after it began its Wealth Management Project, ASIC confirms it is maintaining its surveillance of planners....

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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...

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Financial planning

The Parliament has passed key amendments to the FOFA legislation extending fee disclosure statement and opt-in renewals to 60 days....

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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...

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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....

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Financial planning

Charging clients passive fees was rampant in the financial advice industry, but there is a shift post-FOFA, Peter Kell said....

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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....

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Financial planning

Constant regulatory changes such as FOFA and grandfathering have halted projects to enhance platforms, a financial firm said....

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Policy & Regulation

Specialist lawyer calls for scrapping of key financial services laws that are outmoded and product-focused....

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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....

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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....

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Financial planning

The FPA’s national roadshow on retirement planning and best interest duty attracted almost 3000 registrations, with two shows remaining. ...

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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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MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 2 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 3 hours ago