FINANCIAL ADVICE
Accounting
By becoming licensed to provide financial advice, accountants will be able to charge clients for advice they are currently "giving away for free", says head of SMSF Advic...
Financial planning
Most financial advisers want access to a broad Approved Product List (APL) before they make the decision to join a licensee....
Policy & Regulation
The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...
Superannuation
Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...
Financial planning
Money Management is seeking readers' views on some of the organisations representing financial planners....
Financial planning
Financial planning licensee Capstone has announced further enhancements to its XPLAN advice technology platform to deal with FOFA changes....
Policy & Regulation
ASIC confirms it was consulted in negotiations involving the Financial Planning Association around last minute-changes to FOFA....
Financial planning
The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....
Accounting
Treasury officials tell Senate Committee accountants will be moved into FOFA world....
Superannuation
The same timing problems which impacted FOFA are now impacting MySuper....
Financial planning
Younger financial planners are snapping up C & D client lists from established practices and treating them as a referral source, according to NAB Financial Planner Bankin...
Editorial
With the FOFA, Stronger Super and MySuper reforms finally taking shape, the financial services industry has a clearer picture of what the future holds, writes Chris Kenne...
Editorial
With the Parliamentary Joint Committee on Corporations and Financial Services having last week handed down its final report on the collapse of Trio Capital, it is worth r...
Policy & Regulation
The newly released draft FOFA regulations indicate all financial contracts entered into prior to the application date of new regulations will be grandfathered....
Financial planning
The apparent eruption of a financial planning distribution turf war in the immediate aftermath of the acquisition of Count Financial by the Commonwealth Bank has led to w...
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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...