How do you keep financial planning clients engaged for the long-term in an age of instant gratification and continuing market volatility? The answer may lie in the client...

As 2011 draws to a close, it is worth reflecting upon what a challenging year it has been for Australian financial services generally and financial planners in particular...

The Minister for Financial Services and Superannuation, Bill Shorten, has announced a number of topics that will not be permitted in intra-fund financial advice....

The Financial Ombudsman Service has told the Parliamentary Joint Committee that the FOFA bills may need to be amended to prevent clients of financial advisers being unwit...

ASIC allows superannuation funds class order relief to provide superannuation/retirement forecasts....

The Industry Super Network (ISN) has urged the Parliamentary Joint Committee to leave FOFA intact and lamented Government concessions on risk in superannuation and annual...

The costs of implementing FOFA will double for ANZ if clarity around implementation dates is not received before Christmas because the group will have to prepare for mult...

Professional Investment Services (PIS) warns that Shorten's approach of introducing FOFA in tranches has inherent dangers....

IAS has credited groups looking to integrate their services prior to FOFA with driving $150 million of inflows into its managed discretionary account service in the past ...

The PJC has recommended key changes to Government legislation, providing hope it might act similarly on FOFA....

A new legal analysis of the FOFA reforms suggests financial advisers will have to go further than simple disclaimers in seeking to provide limited advice....

A group of Westpoint investors is likely to receive $1.39 million in compensation from Queensland-based Strategic Joint Partners, as ASIC reaches another settlement regar...

The Federal Opposition has called on the Government to delay the implementation of its FOFA legislation....

Buyer of Last Resort arrangements entered into decades ago are returning to haunt some of the major financial services institutions as growing numbers of older financial ...