FINANCIAL ADVICE
Editorial
The moment members of the Financial Planning Association (FPA) voted to become a professional association, and in doing so, dispense with the organisation's long-standing...
Superannuation
The unfolding SMSF story is an interesting one, according to Damon Taylor. The sector has enjoyed significant growth and success in recent years and is here to stay, but ...
Policy & Regulation
FOFA second tranche has provided scope for financial planning groups to argue legitimacy of some volume rebates....
Policy & Regulation
<b>Updated:</b> The Assistant Treasurer, Bill Shorten, has introduced the second tranche of the Government's Future of Financial Advice (FOFA) legislation in to the Parli...
Policy & Regulation
Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...
Superannuation
Multiport passes $150 million managed accounts milestone....
Financial planning
Despite ongoing lobbying by financial planners, there exists no certainty that key independents Rob Oakeshott and Andrew Wilkie will support key FOFA amendments....
Policy & Regulation
The Financial Planning Association (FPA) has raised concerns about Treasury's admission that its failure to conduct a regulatory impact analysis on the Future of Financia...
Financial planning
The Assistant Treasurer and Minister for Financial Services, Bill Shorten, says the Financial Planning Association has been the most influential financial planning body i...
Policy & Regulation
Members of the Financial Planning Association are more prepared to meet the changes required by the Government's Future of Financial Advice changes....
Superannuation
The Financial Planning Association will encourage its members to focus more on retirement and post-retirement planning, according to FPA general manager of policy and gov...
Financial planning
Young investors, those who have only used a financial adviser for a short time and those with minimal investments are the most dissatisfied when it comes to financial adv...
Financial planning
Money Management has selected its 2011 Financial Planner of the Year and will announce the winner tomorrow at the Financial Planning Association national conference in Br...
Financial planning
FOFA reforms will mean financial advice groups will either move down the vertical integration path towards a hybrid model or focus purely on the professional advice model...
Financial planning
A former Perth stockbroker is facing fraud charges totalling $8.8 million, following an 18-month ASIC investigation....
Never miss the latest news and developments in wealth management industry
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...