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FOFA
Financial planning
With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...
Editorial
Much attention has been directed towards the manner in which a Parliamentary Joint Committee will handle the Government's Future of Financial Advice legislation but, as M...
Editorial
The financial planning industry has been undertaking some intense lobbying in recent weeks in the hope of extracting some key amendments to the Government’s Future of Fin...
Policy & Regulation
The Federal Government has injected enough complexity and uncertainty into its Future of Financial Advice (FOFA) legislation that it may not be possible for the industry ...
Superannuation
The CSSA is concerned that proposed intra-fund financial advice measures could lead to personal advice fees being bundled in with fund administration fees....
Financial planning
Financial planning executive Neil Younger will make a move to ANZ Wealth next month to head up practice-based financial planning, the banking group has announced....
Financial planning
Paragem has sold its dealer services business, Paragem Dealer Services, to privately owned platform provider netwealth following an approach by the firm....
Financial planning
Cost-effective scaled advice will only be possible if the Government gets the policy and regulatory settings right, according to ANZ general manager for advice and distri...
Financial planning
<b>Latest Edition:</b> Criticisms of financial planners by compensation lawyers were recently labelled shameless by industry leaders and dealer groups, while the Governme...
Financial planning
Key AMP financial planning groups have retained Sequential Project Services to help them with regulatory changes stemming from the Government's upcoming Future of Financi...
Financial planning
The fallout from a variety of managed investment schemes (MISs) that collapsed following the onset of the global financial crisis continues to play out through the Financ...
Policy & Regulation
Financial planners have renewed their lobbying efforts on FOFA - but the key independents are playing their cards very close to the chests....
Policy & Regulation
Restoring accountants' licensing exemption is a positive development that will drive accountants and financial planners closer together, according to Patron Financial Adv...
Policy & Regulation
<b>Latest Edition:</b> The financial planning industry was recently caught off guard by last-minute Government changes to the FOFA legislation. The changes were reportedl...
Financial planning
The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...