FINANCIAL ADVICE
Editorial
There are signs a lack of precision in the legislation has left too much to the interpretation of ASIC in translating FOFA into workable regulations....
Financial planning
The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....
Financial planning
Engaging inactive clients will be one of the biggest challenges facing financial advisers in the post-FOFA world, according to executive general manager of advice and mar...
Financial planning
AFSLs are placing greater focus on monitoring and supervision of their financial planner networks, according to Kate Humphries, general manager of Pathway Licensee Servic...
Financial planning
In a bid to promote financial planning, members of the FPA will use an online forum to answer financial questions put by the Australian public....
Editorial
2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Financial planning
The Shadow Assistant Treasurer, Senator Mathias Cormann, confirms he remains to be convinced on the need to legally restrict use of the term 'financial planner/adviser'....
Financial planning
New platform launched to challenge planners in retail advice market....
Financial planning
Grandfathering provisions in the FOFA legislation risk encouraging complacency in the advice industry, according to van Eyk Advice national practice manager Tony Zulli....
Policy & Regulation
Over 80 per cent of financial services chief executives believe the Future of Financial Advice (FOFA) reforms will drive up the cost of operating a financial advisory net...
Financial planning
The provisions concerning general advice raise more questions about where the line is drawn between personal and general advice, according to King & Wood Mallesons specia...
Financial planning
Macquarie Financial Planning Software has launched a new online solution and upgraded its product set....
Financial planning
Industry super fund Equipsuper has undertaken a rebrand to, simply, “Equip”....
People & Products
Camilla Von Pfyffer has joined MLC Accountant Solutions as a business consultant based in Queensland....
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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...