BRAD FOX
Financial planning
Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....
Financial planning
Financial advisers who focus on communication with clients benefit at the bottom line...
Policy & Regulation
Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....
Superannuation
Industry broadly welcomes Government’s decision to include contribution cap rise for over-60s in Budget....
Financial planning
The Association of Financial Advisers (AFA) has signaled it is devising a "consumer-centric" program for its October national conference on the Gold Coast....
Superannuation
Wayne Swan and Bill Shorten have decided to end the speculation about what the upcoming Federal Budget brings for the superannuation industry. Money Management spotlights...
Financial planning
AFA wants legislation to reflect that there is no difference between planners and advisers....
Financial planning
FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....
Policy & Regulation
AFA chief executive, Brad Fox says advice firms are being placed under pressure by the continuing regulatory unknowns around FOFA....
Financial planning
With ASIC delaying its work on a financial planner training framework, progress on raising the bar on education seems to be stuck in limbo, writes Tim Stewart....
Financial planning
The Government has made a big push to improve financial literacy among consumers, but was it the right approach? Tim Stewart reports....
Superannuation
The financial services industry is calling for a bipartisan approach to the newly announced super changes, with many raising concerns about complexity. ...
Financial planning
AFA has launched a new initiative to “connect and support” females across the financial advice industry....
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Financial planning
The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....
Never miss the latest news and developments in wealth management industry
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...