financial advice

Editorial

Why financial planners need friends in high places

If the financial planning industry has learnt one lesson from the FOFA process, it is the vital importance of political activism, writes Mike Taylor....

Financial planning

Future 2 grants process opens

Future2 seeks financial planner support in identifying organisations to benefit from grants....

Financial planning

Overwhelming interest in AFA/FSC FOFA forum

Level of interest sees AFA/FSC upgrade to a larger venue for their Future of Financial Advice forum....

Financial planning

How financial planners can save time and money

Paul Derham and Sonnie Bailey share a few mistakes they’ve seen financial planners make over the years and outline tips for saving time and money....

Policy & Regulation

Strong response to AFA/FSC FOFA forum

A surprisingly large response to a combined Association of Financial Advisers and Financial Services Council forum on the Future of Financial Advice changes indicates fin...

Policy & Regulation

Financial planners move on from FOFA 'wedge'

The Association of Financial Advisers tells its members it is time to move on with the new post-FOFA environment despite being wedged by the Govt and Industry Super Netwo...

Financial planning

No clear line between holistic and scaled advice: ASIC

All financial advice is scaled to some extent, and 'there isn't some form of separation between holistic and scaled', according to ASIC senior executive leader Ged Fitzpa...

Editorial

Will Bill Shorten deliver on his FOFA promise?

In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...

Policy & Regulation

FOFA's true opportunity lies in scaled advice: John Brogden

The best way to get more Australians receiving financial advice in the near future is the introduction of scaled advice, according to the Financial Services Council chief...

Policy & Regulation

AFA pinpoints outing of ISN as an achievement

The Association of Financial Advisers says exposing the degree to which the Industry Super Network was driving the Future of Financial Advice changes represented one of t...

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

Carrying the cost of FOFA

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....