financial advice

Superannuation

Removing accountant exemption good for SMSFs

If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...

Policy & Regulation

Delay FOFA implementation, says AFA

With the only winners from FOFA likely to be industry funds and the big end of town, the AFA has called on the Government to delay its implementation beyond 1 July, next ...

Financial planning

Finding the right value for financial advice

Pricing emerges as a key question for financial advisers at the BFPPG conference in Brisbane....

Financial planning

AFS works with AIOFP on MDA

Australian Financial Services (AFS) will launch a private label MDA next month it says is aimed at driving down costs ahead of the introduction of the FOFA reforms....

Financial planning

FOFA opt-in figures don't add up for financial planners

Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....

Financial planning

Plan B to look at product, not just advice

Targeting growth in financial advice will not be the only area of focus for Plan B, according to the dealer group's newly appointed chief executive officer, Andrew Black....

Financial planning

New regional manager at AFS Group

Newly appointed regional manager Richard Liverpool will take on a dual regional and national role at Australian Financial Services Group....

People & Products

Former Skandia chief to head Plan B

Former Skandia Australia chief Andrew Black appointed to new CEO position at Plan B....

People & Products

Patron targets further growth with Vic appointment

Patron Financial Advice has appointed a Victorian state manager as it looks to increase its footprint on the eastern seaboard....

Financial planning

Redundant employees need financial advice

Long-serving employees who have received a substantial redundancy payout are often in urgent need of financial advice, according to HLB Mann Judd Wealth Management partne...

Policy & Regulation

FOFA borders on social engineering: Duffield

The Future of Financial Advice (FOFA) and superannuation reforms have been slammed as veering close to social engineering by Plum Financial Services non-executive directo...

Financial planning

Elders Financial Planning leverages rural connection

Elders Financial Planning outlines growth ambitions as it leverages its rural connections....

Policy & Regulation

OnePath launches program to support advisers deal with FOFA

OnePath has announced the launch of the Valuing Advice for Growth program, the first in a series of initiatives the platform is unveiling in order to support aligned deal...

Financial planning

Reverse mortgages - home is where the equity is

Lack of financial planner interest in reverse mortgages presents one of the major challenges for the equity release sector. John Thomas lists some of the things to consid...