FINANCIAL ADVICE
Financial planning
Colonial First State has relaunched its regulatory reforms website for financial advisers to cope with post-FOFA environment. ...
Financial planning
Planners hold back on selling up while demand continues for acquisition ...
Financial planning
Take-over offer extended as Equity Trustees faces regulatory approval and low initial interest....
Financial planning
Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...
Financial planning
The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...
Policy & Regulation
AFA chief executive, Brad Fox says advice firms are being placed under pressure by the continuing regulatory unknowns around FOFA....
Editorial
There would have been many in the Australian accounting community who last week breathed a sigh of relief when they read the documents to be dealt with by the APESB at it...
Superannuation
MySuper licences could be cancelled if super fund trustees breach guidance on giving and collectively charging for intrafund advice, ASIC has warned....
Editorial
The Government’s introduction of the legislation necessary to enshrine the term ‘financial planner/adviser’ coincided with the Conference of Major Superannuation Funds, r...
People & Products
Australian Unity Personal Financial Serivces has recruited Ian McDermott as head of risk and compliance to assist the group with the final details of FOFA. ...
Financial planning
The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....
Financial planning
The FPA has released figures showing the number of Australians seeking financial advice is increasing....
Editorial
“If you don’t think financial advice on life insurance is a problem area for ASIC and for industry, please think again.” ...
Editorial
Few people in the financial planning industry will have failed to notice, via draft legislation released by the Treasury, that the Federal Government has delivered what w...
Financial planning
Two bodies will soon regulate financial planners - a serious concern to the FPA....
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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...