FINANCIAL ADVICE

Policy & Regulation

Coalition dissents on Parliamentary Joint Committee's FOFA report and argues for the abandoning of financial advice opt-in and for changes to best interests....

Financial planning

The Institute of Public Accountants wants a post-FOFA regime allowing accountants to provide general financial advice, including around SMSF establishment....

Policy & Regulation

Observers attending the parliamentary committees reviewing the FOFA bills are concerned at the absence of the Australian Greens....

Policy & Regulation

The Financial Planning Association has asked the Government to allow a one-year transition timeframe for the implementation of the Future of Financial Advice reforms....

Editorial

If Bill Shorten did not already have enough reason to announce appropriate transition periods for the implementation of FOFA and the Stronger Super legislation, he might ...

Financial planning

In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...

Financial planning

Australia's key financial planning industry organisations have been heartened by a declaration by NSW independent Rob Oakeshott that he will oppose 'opt-in' when the Gove...

Financial planning

Platform providers have invested around $130 million on new developments in 2011, with MLC Wrap and Navigator platforms receiving the highest ranking from financial plann...

Financial planning

In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...

Financial planning

Financial Services Partners (FSP) has launched a series of enhancements to its XPLan product which it says are aimed at helping financial advisers deliver more comprehens...

Policy & Regulation

The Labor Party's leadership struggles could distract the party from addressing issues related to the FOFA reforms, according to Association of Financial Advisers politic...

Editorial

IOOF has reported a six per cent decline in net profit in difficult markets, but is already seeing benefits from the DKN acquisition....

Financial planning

Bendigo Wealth has formed a partnership with Provisio Technologies under which the software firm will help Bendigo form a scaled advice offering....

Policy & Regulation

Uncertainty over FOFA and a heavy compliance burden has led $70-million practice XPAL to join the ipac south australia stable....

Policy & Regulation

FOFA bills still risk making financial advice more inaccessible, says Financial Services Council's John Brogden....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

2 weeks 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

1 week 1 day ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week 3 days ago