financial advice

Editorial

Ambition should be made of smarter stuff

As the curtain comes down on the current Parliament, financial services players are left to wonder whether the Government should not have just stuck to the script reflect...

Financial planning

Praemium brings cloud-based CRM to market

Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....

Financial planning

Lonsec and Milliman partner on retirement advice

Research house Lonsec has joined with actuarial consulting firm Milliman to launch a new service aimed at the Australian retirement income market....

Editorial

Financial planners hampered by FOFA doubts

The Future of Financial Advice regime will become law from 1 July, but as the Financial Services Council’s Cecilia Storniolo points out, many questions vital to the finan...

Financial planning

Macquarie Wrap adds FDS capability

Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...

Financial planning

CFPs earn $35,000 more, survey shows

Certified Financial Planners earn around $35,000 more per year on average than planners without this designation, according to the Investment Trends FPA Professional Divi...

Financial planning

WB Financial to be swallowed by Financial Wisdom

Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...

Financial planning

Lonsec enters venture with Milliman

Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....

Accounting

Accounting bodies negative on TASA outcome

Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....

Financial planning

Planners struggling to meet FOFA standard

FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...

Financial planning

FPA writes to parliamentarians on TASA

The FPA has written to all members of Parliament stressing the level of unknowns impacting planners in the TASA bill....

Financial planning

Guardian to help advisers prepare for FOFA

Guardian Advice moves to get advisers ready for FOFA via workshops. ...

Policy & Regulation

Gearing instalments’ FOFA impact

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

Financial planning

Ensuring the long-term success of your financial advice practice

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...