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FOFA
Financial planning
The Government has established a framework that would allow fiduciary duty to be circumvented by some financial planners, according to the Boutique Financial Planning Pri...
Policy & Regulation
Radar Results points to 10 per cent decline in some practice values since FOFA announcement....
Financial planning
Matrix Planning Solutions strongly denies report it is looking for a buyer ahead of FOFA changes....
Policy & Regulation
The original intent of the Government's Future of Financial Advice (FOFA) reforms was to create enhanced transparency and better outcomes for investors, but this rhetoric...
Financial planning
New Finsia head Russell Thomas has identified a renewed focus on the organisation's membership as a key priority as he starts his term as chief executive and managing dir...
Financial planning
A leading financial planning spokesperson has said that the Future of Financial Advice (FOFA) reforms will push wealth management groups into the old 'one-stop-shop' busi...
Policy & Regulation
More than 90 per cent of financial planners responding to a Money Management survey believe that the Government's current Future of Financial Advice (FOFA) changes will h...
Editorial
ASIC did not receive more funding from last Tuesday's Budget but it can expect to do so in years to come as it takes on more responsibility for delivering and overseeing ...
Editorial
With the Government having released its FOFA proposals, Rick Cosier writes that financial planners have fallen victim to a range of blatant misconceptions that need to be...
Financial planning
Platform providers will have an ideal opportunity to manage and run the opt-in requirement on behalf of financial planners, once the Government's Future of Financial Advi...
Financial planning
Financial services delivers mixed response to Budget measures....
Policy & Regulation
Russell Investments has launched a practice management program that aims to help Australian advisers enhance their advice model and increase practice revenue....
Policy & Regulation
Midwinter has made a range of changes to its Client Manager and Reasonable Basis software in response to the Government's recently announced FOFA reforms....
Financial planning
The managing director of a small Melbourne financial planning practice has written a letter to Financial Services Minister Bill Shorten, outlining the devastating effect ...
Financial planning
A survey of life risk advisers has confirmed the Government's Future of Financial Advice (FOFA) changes to commissions within superannuation will have a significant impac...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...