FINANCIAL ADVICE

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....

Financial planning

The Coalition would immediately replace the "closed-shop, anti-competitive" selection of default funds under modern awards with an "open, transparent and competitive proc...

Financial planning

The Coalition would immediately replace the "closed-shop, anti-competitive" selection of default funds under modern awards with an "open, transparent and competitive proc...

Financial planning

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
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