FINANCIAL ADVICE

Policy & Regulation

The Association of Financial Advisers (AFA) believes the weight of evidence presented to the PJC is enough to get FOFA back on track....

Policy & Regulation

The servicing of A and B clients will dominate and financial planners will be kidding themselves if they believe they can adequately service unduly large client books in ...

Financial planning

Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....

Editorial

2012 will be the year of the savvy consumer - and the financial services industry is preparing for this new trend, writes Jim Minto....

Policy & Regulation

ASFA does not support further delays to the implementation of the FOFA reforms while a regulatory impact study is completed....

Financial planning

The Corporate Superannuation Specialists Association has cited research backing its concerns around the provision of financial advice in MySuper funds....

Policy & Regulation

The Financial Services Council has warned the PJC that FOFA will fail in its core objective - making financial advice more affordable....

Policy & Regulation

The FPA has expressed concern at the FOFA process and how certain decisions such as those imposing fee disclosure and opt-in were made....

Policy & Regulation

Amendments are needed to the Government's Future of Financial Advice (FOFA) legislation to enable financial advisers to appropriately deliver scaled advice, according to ...

Policy & Regulation

The Federal Opposition urges financial services stakeholders to fully reveal FOFA flaws to this week's PJC hearings while, at the same time, calling for a substantial del...

Policy & Regulation

The underlying legality of the Government's Future of Financial Advice (FOFA) changes will almost certainly be tested in the event the legislation passes the Parliament w...

Financial planning

Fiona Mackenzie presents the top 10 tips for financial planners for focusing on client relationships and value propositions in 2012....

Financial planning

The FOFA reforms well and truly dominated the financial planning industry during 2011 and the year ahead looks set to bring more of the same, writes Nicolette Rubinsztein...

Editorial

If the parliamentarians involved in the Parliamentary Joint Committee reviewing the FOFA bills put aside their political affiliations then they will back some key amendme...

Financial planning

An average UK consumer is willing to pay no more than AUD$230 for financial advice, according to a survey carried out by CoreData in the UK....

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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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