FOFA

Financial planning

In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...

Policy & Regulation

Labor could be too busy for FOFA: Kerry Chikarovski

The Labor Party's leadership struggles could distract the party from addressing issues related to the FOFA reforms, according to Association of Financial Advisers politic...

Editorial

IOOF net profit result down, but solid

IOOF has reported a six per cent decline in net profit in difficult markets, but is already seeing benefits from the DKN acquisition....

Financial planning

AFA membership to require extra education

The Association of Financial Advisers (AFA) will require all adviser members to complete the AFA's ethics unit to attain the AChFP designation from 1 July this year....

Financial planning

Bendigo Wealth looks to Provisio for scaled financial advice

Bendigo Wealth has formed a partnership with Provisio Technologies under which the software firm will help Bendigo form a scaled advice offering....

Policy & Regulation

FOFA scaring away potential financial planners, says FSC

Regulatory uncertainty is causing the financial planning industry to contract and dissuading young graduates from taking up the profession, according to FSC chief John Br...

Policy & Regulation

FOFA drives another practice to ipac

Uncertainty over FOFA and a heavy compliance burden has led $70-million practice XPAL to join the ipac south australia stable....

Accounting

Bill Shorten flags accountants' exemption announcement

Bill Shorten criticises accounting bodies for publishing open letter on accountants' exemption, promising an announcement within weeks....

Financial planning

Mobile financial advice solution to improve dealer group and client relationships

As more and more financial advisers turn to technology to enhance their business operations, a new mobile communication platform is helping to improve dealer group busine...

Policy & Regulation

Bill Shorten signals appropriate FOFA implementation period

Financial Services Minister Bill Shorten has signalled an appropriate implementation period for the Future of Financial Advice changes....

Policy & Regulation

FOFA bills risk failing a key objective

FOFA bills still risk making financial advice more inaccessible, says Financial Services Council's John Brogden....

Financial planning

Bill Shorten 'deeply conflicted', says Mathias Cormann

The Coalition would immediately replace the "closed-shop, anti-competitive" selection of default funds under modern awards with an "open, transparent and competitive proc...

Financial planning

Bill Shorten 'deeply conflicted', says Mathias Cormann

The Coalition would immediately replace the "closed-shop, anti-competitive" selection of default funds under modern awards with an "open, transparent and competitive proc...

Financial planning

Scaled financial advice - can it deliver on its promise?

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...