With the mandatory start date of the FOFA reforms deferred to 1 July 2013, dealer groups will have more time to develop a scaled advice offering that works for them, a te...

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...

Financial planners should strongly welcome the delayed implementation of FOFA because shortly after its introduction will be the next Federal Election....

A document has circulated purporting to show an agreement between the Financial Planning Association and Industry Super Network involving a trade-off, conceding opt-in ag...

Those who argue opt-in is unnecessary fail to understand the nature of proposed FOFA reforms, according to Sydney University academic Joanna Bird....

A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....

Many have advocated that accountants simply get licensed if they wish to advise on SMSFs. However, Liz Westover claims the current single licensing model poses many diffi...

The Government’s handling of FOFA risks entrenching an inappropriate advantage for superannuation funds with respect to the provision of financial advice, writes Mike Tay...

This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...

ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...

All focus has turned to Opposition amendments and the attitude of the independents as Parliament prepares to debate the FOFA bills....

The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...

The FPA has written to the key independents outlining the flaws in the FOFA bills and seeking support for amendments....

Mental accounting can help financial planners harmonise their client’s money by acting as their financial conductors, writes Barry Wyatt....