FOFA

Editorial

Staying ahead of the curve on the technology, consumer and regulatory fronts can help our industry to quickly adapt and prosper. Brett Clark writes....

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Editorial

Some of the players might not approve of the way in which the FOFA bills will ultimately be shaped but, as Mike Taylor reports, a Money Management roundtable has conclude...

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Editorial

If the comments section on the Money Management website is to be taken as a guide, then the Financial Planning Association continues to weather strong criticism over the ...

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Financial planning

The Financial Planning Association (FPA) appears to be suffering a problem with member engagement, according to new research released by Wealth Insights....

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Financial planning

The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...

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Financial planning

Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....

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Policy & Regulation

The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....

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Policy & Regulation

Independent dealer groups wondering how they will service mass affluent clients under FOFA should consider starting up their own funds management business, says Mercer he...

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Editorial

A document purporting to be the outline of an agreement on FOFA struck between the Financial Planning Association and the Industry Super Network caused furore in the indu...

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Editorial

Amid the furore over a document purporting to be an agreement between the Financial Planning Association and the Industry Super Network, Money Management's Mike Taylor pu...

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Policy & Regulation

While the financial services industry has welcomed the delayed implementation of the FOFA reforms, the eleventh-hour nature of the decision has cost the big institutions ...

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Financial planning

This week's iPad edition of Money Management is out now with the latest in news, exclusive video content and features....

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Financial planning

The trial financial advice arrangement between major planning groups and AustralianSuper is set to be strengthened with an informal breakfast aimed at non-senior advisers...

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Policy & Regulation

SPAA will work with ASIC to develop its in-house code of conduct so that SPAA members are exempt from opt-in requirements when the FOFA reforms take effect....

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Financial planning

The Association of Financial Advisers and Financial Planning Association say the ISN has no justification for maintaining its anti-planner advertising post-FOFA....

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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....

1 week 1 day 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 6 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 4 days ago