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FINANCIAL ADVICE
Policy & Regulation
Rubik Financial managing director Wayne Wilson says the fourth version of COIN is ready for the Future of Financial Advice (FOFA) reforms....
Financial planning
GBST has released a new wealth management platform that it said is market ready for incoming Future of Financial Advice (FOFA) requirements....
Policy & Regulation
The ATO has been urged to treat the provision of advice within super equally across types of funds....
Financial planning
There is some concern in the industry about the language used by ASIC in its consultation papers on the delivery of financial advice....
Financial planning
Participants of a Money Management roundtable agree there are too many part-time financial planners living off large books of trailing commissions....
Financial planning
Melbourne-based financial planning business FMD Financial has acquired two advisory firms - Investwell Financial Planning and Financial Lifestyle Managers....
Policy & Regulation
Learning from the lessons of similar reform in the United Kingdom, Australian financial advisers need to ensure adequate standards and controls are in place ahead of the ...
Editorial
The approach ASIC has signaled it will adopt to scaled advice and the best interests duty is a welcome development for financial planning industry....
Financial planning
John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....
Financial planning
The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....
Financial planning
The Financial Planning Association has launched a new consumer website called FPA Difference as part of Financial Planning Week, which ends this coming Sunday....
Policy & Regulation
Despite FOFA reforms now being imminent, there are several regrettable reasons many businesses are using to delay addressing the changes, according to a paper from PwC an...
Financial planning
Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....
Policy & Regulation
One-off expenses AMP estimates it will incur dealing with regulated changes highlight the need to have performed a regulatory impact assessment on FOFA, according to Sena...
Financial planning
Australia's three professional accounting bodies are in danger of losing members heavily engaged in the financial planning industry over new standards being proposed by t...
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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?...