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FINANCIAL ADVICE
Editorial
It would seem that in the mind of the Minister for Financial Services, Bill Shorten, accountants need to shoulder none of the responsibility for investors being burned by...
Policy & Regulation
Financial planning software provider COIN expects to be conducting Future of Financial Advice (FOFA) adjustments for the next 18 months. ...
Financial planning
The industry has welcomed a Treasury draft detailing grandfathering and a transition time to 1 July, 2014....
Financial planning
While the 'hard' implementation date for the Future of Financial Advice (FOFA) regulation is 1 July 2013, one financial planner has been voluntarily complying with the re...
Superannuation
With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...
Editorial
It is now nearly a month since the Prime Minister, Julia Gillard, announced that the 2013 Federal Election would be held on 14 September – and despite her suggestions to ...
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
People & Products
Following its decision to merge with financial advisory firm Tynan Mackenzie late last year, ipac has appointed Eric Gibson, Nick Brinkworth and Craig Weber as general ma...
Financial planning
Following "somewhat ambiguous" statements on grandfathering in Consultation Paper 189, the Australian Securities and Investments Commission (ASIC) is set to release an up...
Policy & Regulation
Treasury officials point to looming announcement on grandfathering rules – but claim original design was too “liberal”....
Editorial
As planners grapple with how to implement the changes flowing from the FOFA reforms, David Hasib examines the stark choices that many will have to make, including actuall...
Financial planning
The concept of ‘values-based financial planning' fits in perfectly with spirit of the Future of Financial Advice (FOFA) reforms, according to American financial planning ...
Financial planning
Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...
Policy & Regulation
The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...
Financial planning
Financial software provider Rubik Financial Limited has signed a provisional agreement to acquire Provisio Software, a provider of scaled and online advice technology to ...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...