FINANCIAL ADVICE
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 ...
Superannuation
UMA provider OneVue has picked up nine new boutique advisory groups since September last year....
Editorial
ASIC's guidance on FOFA's fee disclosure requirements prompted an almost audible sigh of relief from the financial planning industry....
Financial planning
AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....
Superannuation
The FPA, in its Treasury submission, has said the Government needs to immediately increase the super contributions cap and implement a longer-term financial plan....
Financial planning
The Australian Securities and Investments Commission (ASIC) has obtained interim court orders against Sydney financial adviser Gabriel Nakhl....
Financial planning
Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....
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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...