FOFA

Financial planning

Assistant Treasurer, Josh Frydenberg has outlined the Government’s agenda for planning including the possibility of a national exam and co-regulation....

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Financial planning

AMP has posted a solid result for 2014, with underlying profit up 23 per cent year on year, largely driven by growth in its wealth management business. ...

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Editorial

Former FPA chairman, Matthew Rowe argues that the changing dynamics impacting the financial planning industry makes it inevitable that some organisations will wither and ...

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Financial planning

After this week’s leadership challenge the Federal Government will not waste political capital championing changes to FOFA according to the AFA....

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Financial planning

Constant flip flopping of FOFA laws have left advisers in limbo over what regulations constitute as law, Holly Nethercote believes....

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Financial planning

The FPA’s Matthew Rowe has questioned the survivability of a number of financial planning organisations....

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Superannuation

Industry funds have been around since the earliest days of superannuation but in recent years have moved into providing advice and banking services bringing them head to ...

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Editorial

As the financial planning industry proceeds further into 2015 it must accept little or no further change to FOFA but a range of new debates and opportunities....

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Editorial

The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...

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Financial planning

The political wrangling around financial advice reforms have passed over the heads of most consumers who have yet to be convinced of their relevance according to Adviser ...

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Superannuation

Vertical integration is off the radar for the time being but may come back if amendments to the FOFA legislation are revived according to ISA. ...

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Financial planning

Research undertaken by ASIC points to institutionally-aligned planners having the most "passive" clients. ...

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Financial planning

Certainty around the FOFA reforms is set to provide financial services sector employers with the security to increase staff numbers a new survey reveals....

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Financial planning

Consumer group Choice has resumed its call for a ban on asset-based fees....

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Financial planning

Many advisers are struggling to find their place in the post-FOFA industry, leading to a surge in mergers and acquisitions (M&A) and early retirements. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day 17 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

6 days 16 hours ago