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Policy & Regulation

27 Jan

Embrace PJC's FOFA evidence, says AFA

The Association of Financial Advisers (AFA) believes the weight of evidence presented to the PJC is enough to get FOFA back on track....

Financial planning

27 Jan

Suncorp Life creates distribution unit

Suncorp Life has developed what it describes as "an engine room for product and service development and delivery" aimed at growing its direct distribution business....

Policy & Regulation

27 Jan

Quality financial advice will need to trump quantity after FOFA

The servicing of A and B clients will dominate and financial planners will be kidding themselves if they believe they can adequately service unduly large client books in ...

Funds management

27 Jan

Wealth management jobs mostly safe despite bank cuts

Despite ongoing concerns from the Finance Sector Union (FSU) about job cuts and offshoring at the major banks, most of the banks either deny there are set plans to cut jo...

Financial planning

27 Jan

Home-buyers return to lending

The mortgage market is set for a strong start this year as first home buyers take their biggest step towards lending since February 2010, according to new data from RateC...

Financial planning

27 Jan

Big Sky to vote on joining Australian Unity

Members of Big Sky Credit Union will soon cast their vote on the proposed merger with Lifeplan Australia Building Society, a wholly-owned subsidiary of Australian Unity....

Financial planning

27 Jan

Is FOFA the next step in the evolution of financial advice?

Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....

Financial planning

27 Jan

Is intergenerational financial advice the answer?

As baby boomers reach retirement and their latter years, intergenerational financial advice might be the answer to continued business growth in the future, according to P...