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FOFA
Financial planning
The retail funds management space in Australia is highly intermediated, resulting in high costs to the end investor - something that fee-for-service advice could help red...
Financial planning
In mid June, eight members of the PortfolioConstruction Forum Academy travelled to Boston, to undertake a four-day Harvard Business School short course on the global econ...
Editorial
In mid June, eight members of the PortfolioConstruction Forum Academy travelled to Boston, to undertake a four-day Harvard Business School short course on the global econ...
Financial planning
Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...
Superannuation
It is critical for the financial services industry to work with business owners to help them prepare for comfortable retirement. Sam Rubin examines different strategies p...
Policy & Regulation
The Government's Future of Financial Advice (FOFA) proposals combined with the long delays in delivering the actual legislation have served to drive down confidence among...
Financial planning
Institutions desperate to meet profit expectations in the face of lost legacy business are desperate to snap up increased distribution, artificially elevating financial p...
Financial planning
The industry is clearly moving away from valuing financial planning practices based on multiples of revenue towards valuing on an earnings basis, according to Hunts' Grou...
Editorial
Assistant Treasurer, Bill Shorten, has pointedly excluded the Association of Financial Advisers from those who convinced the Government to concede ground on risk commissi...
Editorial
If Australian financial planner sentiment is to follow the patterns of the past decade, the global markets meltdown experienced in the opening days of August is likely to...
Financial planning
Financial planning practices looking to expand are finding it increasingly difficult to source funding, as banks tighten their lending criteria amid economic and regulato...
Superannuation
Opt-in could result in corporate super fund members having to individually opt in to advice fees every two years, reducing their access to advice, corporate super represe...
Policy & Regulation
The admission by Federal Treasury that no international comparison modelling has been done on the Government's proposed FOFA reforms has added to concerns surrounding the...
Policy & Regulation
Asteron has announced a range of product enhancements as part of a stated plan to help its advisers navigate through upcoming Future of Financial Advice (FOFA) reforms. ...
Editorial
ASIC's guidance document on scalable advice should be welcomed for one thing, the manner in which it proposes to remove the class relief granted to superannuation fund tr...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...