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FOFA
Financial planning
Money Management Platforms and Wraps seminar hears FOFA will not unduly undermine the smaller independents....
Financial planning
Advisers should assess the impacts of factors such as changing remuneration models away from commissions when considering an upfront cash payment to switch licensees....
Editorial
ETFs have been growing at a rapid pace in the last few years, but as Janine Mace writes, this might be due to their potential, rather than the recent and current achievem...
Editorial
With ASIC's Peter Kell pointing to a level of life insurance policy churning to warrant regulatory concern, it is time for a clear definition of 'churn'....
Financial planning
There are terms hidden in the upcoming Future of Financial Advice (FOFA) legislation that every financial planner must be familiar with. ...
Editorial
Australian financial advisers haven’t exactly embraced ETFs, despite the sector growing in popularity each year. Janine Mace finds adviser education is vital....
Financial planning
Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....
Editorial
The Australian Securities and Investments Commission (ASIC) last week released its consultation paper Future of Financial Advice: Approval of codes of conduct for exempti...
Financial planning
In meeting their best interest duty, Russell Investments director of client investment strategies Scott Fletcher said financial advisers might have to go beyond third par...
Policy & Regulation
ASIC is planning to release further information which would complement consultation papers regarding issues such as recommending products outside of an APL, fee disclosur...
Financial planning
ASIC Commissioner Peter Kell has told Money Management that while introducing licensee-specific codes of conduct is an option, it could be a costly and complicated proces...
Financial planning
The Coalition has indicated it has already drafted changes to FOFA legislation that it will implement if it wins office....
Editorial
While the Opposition Spokesman on Financial Services, Senator Mathias Cormann, has signalled an intention to roll back elements of FOFA and Stronger Super, financial plan...
Financial planning
The future of platforms and wraps will be discussed at a Money Management event on 15 November....
Financial planning
After recording a budget deficit of more than half a million dollars in 2010/11, the FPA has emerged into the black in the last financial year, according to its annual re...
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MARKET INSIGHTS
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...