FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....
Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...
AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....
Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....
Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...
Financial advisers who focus on communication with clients benefit at the bottom line...
Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....
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...
As interest rates fall, making cash and term deposits less attractive to investors, there’s an increased level of interest in property. However, a stampede back into the ...
Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....
AQR Capital Management has announced the introduction of new unit class within its AQR Global Risk Premium Trust....
Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...
The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....
ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...
ATO to ask individuals and advisers to explain offshore tax structures. ...
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...