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FOFA
Financial planning
Platform providers have closed the gap in their service offerings through innovative approaches to model portfolios and client portfolio management tools, according to th...
Policy & Regulation
Count Financial will apply to become the investor-directed portfolio services operator and registrable superannuation entity with respect to its strategic platform offeri...
Superannuation
Financial planners have been told they can use rapid advice technology to combat the efforts of industry funds....
Financial planning
Count will apply for second AFSL and aim to become the IDPS operator and RSE with respect to its strategic platform offerings in response to the banning of volume-related...
Financial planning
Sentiment among Australian financial advisers appeared to be heading down even before last week's Government announcement about the Future of Financial Advice changes....
Financial planning
Risk insurance financial planning practices will continue to be highly valued despite the Government's Future of Financial Advice (FOFA) announcement of a prospective ban...
Policy & Regulation
Money Management wants to know how you feel about the proposed FOFA changes....
Editorial
With the Government’s release of its Future of Financial Advice proposals, Mike Taylor writes that the financial planning industry now has a tangible target at whic...
Life/Risk
The recent natural disasters have highlighted the importance of insurance but, as Janine Mace discovers, the industry has a lot to do to tackle the underinsurance issue....
Editorial
Despite the current emphasis on FOFA, Ian Knox explains why it is that clients, not reform, should come first....
Financial planning
The financial planning industry loses almost as many advisers as it gains each year, which explains the slow growth in adviser numbers over the past decade, according to ...
Superannuation
The Federal Government is expected to announce a number of key changes in the May Budget aimed at overcoming what are regarded as unintended consequences around the so-ca...
Superannuation
The Government has been warned of both cost and tax implications from banning all risk commissions within superannuation....
Policy & Regulation
A ban on risk commissions within superannuation has been one of the main areas of concern resulting from the Government's FOFA package....
Editorial
Financial planners could be forgiven for suffering reform fatigue - and the release, last week, of Richard St John's consultation paper, Review of compensation arrangemen...
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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...