FOFA

Editorial

While the industry has given a broad welcome to the limited licensing regime, accountants will need to be subjected to the same scrutiny as financial planners, writes Mik...

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Editorial

Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...

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Policy & Regulation

Radar Results points to likely increase in practice sales as financial planners position ahead of 2013 FOFA implementation....

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Policy & Regulation

Russell Investments head of advice capability John Nolan says multi-manager funds will avoid inevitable complaints under FOFA's 'best interest' duty....

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Rate the raters

Morningstar’s rating in this year’s survey of fund managers has slightly deteriorated over the past 12 months, particularly in the area of methodology....

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Editorial

With FOFA having passed both the House of Representatives and the Senate, all eyes in the financial services industry will now be turned to ASIC and the consequent shape ...

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Financial planning

A new survey has revealed significant opposition to some elements of the Financial Services Council's anti-churn policy approach....

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Editorial

Given the end of the 2011/12 financial year also represents the start of a 12 to 14-month countdown to the next federal election, the time available for Bill Shorten to m...

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Policy & Regulation

The Association of Financial Advisers has urged a uniform 1 July, 2013 FOFA start date as another legal anomaly has been identified....

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Accounting

The new limited licensing regime for accountants has received widespread support from the financial services industry....

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Editorial

With corporate blow-ups becoming commonplace and ‘short-termism’ dominating investment markets, ESG issues are more relevant than ever. ...

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Accounting

Two key accounting bodies, CPA Australia and the Institute of Chartered Accountants in Australia, have interpreted the Government's conditional licensing regime as a mean...

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Accounting

It may be as late as mid-2013 before the new accountants' advice regime is up and running....

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Financial planning

In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...

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Financial planning

Most financial advisers want access to a broad Approved Product List (APL) before they make the decision to join a licensee....

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