FINANCIAL ADVICE REFORMS
Financial planning
Most advisers are focused on business growth, despite almost 75 per cent claiming the proposed fee-for-service models and opt-in arrangements would have a somewhat or str...
Life/Risk
Treasury officials confirm that insurance commissions are outside of scope of FOFA reforms....
Financial planning
The Association of Financial Advisers annual conference has been told planners should be careful not to disgard C and D clients....
Policy & Regulation
Treasury will begin targeted consultations on the implementation details of the Labor Government’s Future of Financial Advice reforms tomorrow, with a particular fo...
Financial planning
The Financial Planning Association is set to take the next steps in transitioning from an industry organisation to a professional association....
Financial planning
Practice management consultancy E&W Strategic Partners has released a transition to fee-for-service handbook that it believes goes beyond the pricing of advice....
Financial planning
Several factors are combining that will rapidly escalate the use of separately managed accounts (SMAs), according to BlackRock’s co-head of customised portfolio ser...
Editorial
What should the Australian financial planning industry make of the appointment of Bill Shorten as the Assistant Treasurer and Minister for Financial Services and Superann...
People & Products
Following the resignation of Neil Younger and his move to Commonwealth Financial Planning, BT Financial Group has appointed Matt Englund to head dealer groups. His positi...
Policy & Regulation
Perpetual’s departing chief executive and retiring chairman back MySuper and FOFA proposals....
Editorial
It is now certain the industry funds' campaign against financial advice commissions will continue. Far less certain is the manner in which the minority Government will co...
Financial planning
While the results of the Federal Election have finally been decided, the future of Labor's proposed changes to financial advice and superannuation remain uncertain. Lucin...
Financial planning
Former union official and Labor Party heavyweight, Bill Shorten named as new Assistant Treasurer and Minister for Financial Services....
Financial planning
The now confirmed Gillard Government must “move quickly” to finalise details regarding reforms to the financial advice industry, according to FPA chief Mark R...
Financial planning
Colonial First State (CFS) has completed its plan for its new Institute of Advice, the design and implementation of which will be rolled out in phases in the first half o...
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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...