financial advice

Financial planning

Is FOFA an opportunity to refocus on financial advice?

Stephen Bartholomew proposes financial advisers take the Future of Financial Advice reforms into their own hands....

Policy & Regulation

The financial services industry may be obliged to dig deeper to fund the implementation of the Government's Future of Financial Advice changes as well as its Stronger Sup...

Financial planning

Separation of product from financial advice vital

Unaligned dealer groups cannot establish in-house funds management businesses and hope to maintain their independence, according to Tupicoffs partner Neil Kendall....

Policy & Regulation

BFPPG lauds FPA's FOFA outcome

The Boutique Financial Planning Principals Group has endorsed the FPA's handling of FOFA negotiations - particularly recognition of the term 'financial planner'....

Editorial

Accountants branch out into financial planning

There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....

Editorial

FOFA requires financial services unity

If the comments section on the Money Management website is to be taken as a guide, then the Financial Planning Association continues to weather strong criticism over the ...

Financial planning

Crackdown on Commonwealth Financial Planning advisers continues

ASIC has banned a former Commonwealth Financial Planning adviser from providing financial services for five years, making it three former Commonwealth advisers banned in ...

Policy & Regulation

AFA and FSC link on FOFA forum

The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....

Policy & Regulation

In-house funds could solve FOFA concerns, says Brian Long

Independent dealer groups wondering how they will service mass affluent clients under FOFA should consider starting up their own funds management business, says Mercer he...

Superannuation

One-third of clients not on track to achieve comfortable retirement

Financial planners have estimated a third of their clients were not on track to achieving a comfortable retirement, according to a survey released by Investment Trends....

Financial planning

Shadow shop results reflect need for higher professional standards - SPAA

The Self-Managed Super Fund Professionals' Association of Australia has called for higher levels of competency in the provision of financial advice following recent damni...

Financial planning

New iApp edition of Money Management out now

This week's iPad edition of Money Management is out now with the latest in news, exclusive video content and features....

Financial planning

Proposed amendments to LRBAs need clarity - MFAA

The Mortgage and Finance Association of Australia has expressed concern that the Government's proposed amendments to limited recourse borrowing arrangements (LRBAs) creat...

Policy & Regulation

SPAA aims to exempt members from opt-in

SPAA will work with ASIC to develop its in-house code of conduct so that SPAA members are exempt from opt-in requirements when the FOFA reforms take effect....

Financial planning

ISN urged to stop anti-financial planner advertising post-FOFA

The Association of Financial Advisers and Financial Planning Association say the ISN has no justification for maintaining its anti-planner advertising post-FOFA....