FINANCIAL ADVICE
Policy & Regulation
The Federal Opposition claims the FOFA bills have never been subject to appropriate best-practice measures....
Financial planning
MLC has launched a support program for accounting businesses looking to offer a more holistic advice service to their clients....
Editorial
Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....
Editorial
The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...
Editorial
It became apparent during the Parliamentary Joint Committee hearings held to review the Future of Financial Advice (FOFA) bills that the legislation requires significant ...
Financial planning
ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...
Accounting
After months of negotiations, the Federal Government is likely to replace the so-called 'accountant's exemption' with a limited, non-product licensing regime....
Financial planning
Financial planning groups have expressed serious concerns about ASIC's proposal to allow transition-to-retirement (TTR) strategies within intra-fund financial advice....
Financial planning
The Financial Planning Association (FPA) has warned of the hypocrisy of allowing superannuation funds to bundle scaled financial advice costs into an over-arching adminis...
Financial planning
ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...
Financial planning
It is up to the financial planning industry to actively lift its standards regardless of what arises out of the FOFA legislation, according to Association of Financial Ad...
Policy & Regulation
The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....
Financial planning
The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....
Editorial
Mike Taylor reports that the likelihood of a bipartisan report and meaningful amendments emerging from the Parliamentary Joint Committee reviewing the FOFA bills is becom...
Financial planning
The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....
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MARKET INSIGHTS
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...