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FINANCIAL ADVICE
Policy & Regulation
Financial planning software provider COIN expects to be conducting Future of Financial Advice (FOFA) adjustments for the next 18 months. ...
Financial planning
The industry has welcomed a Treasury draft detailing grandfathering and a transition time to 1 July, 2014....
Financial planning
While the 'hard' implementation date for the Future of Financial Advice (FOFA) regulation is 1 July 2013, one financial planner has been voluntarily complying with the re...
Superannuation
With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...
Editorial
It is now nearly a month since the Prime Minister, Julia Gillard, announced that the 2013 Federal Election would be held on 14 September – and despite her suggestions to ...
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
People & Products
Following its decision to merge with financial advisory firm Tynan Mackenzie late last year, ipac has appointed Eric Gibson, Nick Brinkworth and Craig Weber as general ma...
Financial planning
Following "somewhat ambiguous" statements on grandfathering in Consultation Paper 189, the Australian Securities and Investments Commission (ASIC) is set to release an up...
Policy & Regulation
Treasury officials point to looming announcement on grandfathering rules – but claim original design was too “liberal”....
Editorial
As planners grapple with how to implement the changes flowing from the FOFA reforms, David Hasib examines the stark choices that many will have to make, including actuall...
Financial planning
The concept of ‘values-based financial planning' fits in perfectly with spirit of the Future of Financial Advice (FOFA) reforms, according to American financial planning ...
Financial planning
Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...
Policy & Regulation
The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...
Financial planning
Financial software provider Rubik Financial Limited has signed a provisional agreement to acquire Provisio Software, a provider of scaled and online advice technology to ...
Superannuation
UMA provider OneVue has picked up nine new boutique advisory groups since September last year....
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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...