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FINANCIAL ADVICE
Financial planning
Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...
Financial planning
The FPA has kicked off its financial planning week, which will allow consumers to get free financial advice from its members....
Financial planning
A major law firm has warned Australian consumers against taking advice from bank financial planners....
Financial planning
An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....
Funds management
Macquarie Wrap has reached $4 billion in funds under administration (FUA) for its Consolidator Series of investment, superannuation and pension accounts....
Financial planning
ISN chief David Whiteley has urged the next elected government to give FOFA a chance before abandoning it completely. ...
Financial planning
The Coalition’s Paul Fletcher reaffirms a change in Government will see a change to key elements of FOFA....
Financial planning
FPA is set to launch the Financial Planning Week later this month, which will see members provide pro-bono advice to unadvised consumers....
Financial planning
Fairfax Media has decided to exit its financial services play, selling InvestSMART to Australasian Wealth Investments....
Financial planning
Grandfathering will remain under a Coalition Government unless the client decides otherwise....
Life/Risk
Zurich boss Colin Morgan says upfront commissions have an ongoing place in insurance advice....
Financial planning
Genesys Wealth Advisers has expanded it adviser numbers by 26 since May, adding four new practices to boost its adviser numbers to nearly 200. ...
Editorial
The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...
Financial planning
Matrix promotes two staffers and outsources paraplanning...
Financial planning
Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...