FINANCIAL ADVICE
Financial planning
After much debate, FOFA is set to hit the beach in a matter of days on 1 July. D-Day is imminent – and a survival strategy for planners is now absolutely imperative, writ...
Financial planning
ASIC points to conflicted, commission-driven culture at Commonwealth Financial Planning five years ago....
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
Editorial
As the curtain comes down on the current Parliament, financial services players are left to wonder whether the Government should not have just stuck to the script reflect...
Financial planning
Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....
Financial planning
Research house Lonsec has joined with actuarial consulting firm Milliman to launch a new service aimed at the Australian retirement income market....
Editorial
The Future of Financial Advice regime will become law from 1 July, but as the Financial Services Council’s Cecilia Storniolo points out, many questions vital to the finan...
Financial planning
Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...
Financial planning
Certified Financial Planners earn around $35,000 more per year on average than planners without this designation, according to the Investment Trends FPA Professional Divi...
Financial planning
Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...
Financial planning
Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....
Accounting
Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....
Financial planning
FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...
Financial planning
The FPA has written to all members of Parliament stressing the level of unknowns impacting planners in the TASA bill....
Financial planning
Guardian Advice moves to get advisers ready for FOFA via workshops. ...
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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...