financial advice reforms

Financial planning

Weak supply boosting valuations: Prendeville

Financial planning practice valuations have returned to three times recurring revenue as weak supply fails to meet demand, according to Forte Asset Solutions director Ste...

Policy & Regulation

FOFA forces financial adviser behaviour change

A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...

Financial planning

Financial planning practices not so healthy

The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...

Policy & Regulation

FOFA unknowns still a concern

The Future of Financial Advice reforms may have passed through the House of Representatives but there is plenty of unknown detail causing concern to the major association...

Financial planning

Australia's streamlined regulatory system an advantage: Nick Sherry

Australia's current financial markets' regulatory structure gives it an advantage compared to the byzantine structures in other markets, according to Nick Sherry....

Financial planning

Is FOFA an opportunity to refocus on financial advice?

Stephen Bartholomew proposes financial advisers take the Future of Financial Advice reforms into their own hands....

Financial planning

Latest Money Management iPad edition now out

Money Management's new iPad edition is out now, bringing you our best in news, features and commentary, as well as loads of exclusive content....

Editorial

Accountants branch out into financial planning

There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....

Financial planning

Australian Unity takes stake in financial advisory practice

Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....

Financial planning

FPSB praises FPA on FOFA efforts

The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...

Policy & Regulation

Late FOFA delay costs instos

While the financial services industry has welcomed the delayed implementation of the FOFA reforms, the eleventh-hour nature of the decision has cost the big institutions ...

Superannuation

Blended families need new approaches to SMSF super death benefits

Blended families create unique challenges and need a new approach when planning super death benefits, according to two SPAA advisers....

Financial planning

Cross-ownership a barrier to good financial advice: ASIC

The ownership of financial planners by product manufacturers creates one of the main barriers to improving the quality of advice in Australia, according to ASIC....

Financial planning

ASIC's platform review wins wide support

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...

Superannuation

SMSFs to defy doomsayers with continued growth

Though the death of SMSFs may have been regularly predicted in years past, modelling within Deloitte's Dynamics of the Australian Superannuation System report, released i...