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Financial planning
Kathryn Wardrobe outlines the steps for preparing your fee disclosure statement (FDS)....
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
People & Products
Zurich Financial Services has bolstered its life and investments team with two strategic appointments....
Life/Risk
We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...
Financial planning
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...
Financial planning
Boutique dealer group Premium Wealth Management has launched a new service aimed at helping accountants deal with the new licensing regime replacing the accountants' exem...
Financial planning
If retirees are your primary target market, you might be missing out on a fast-growing client base – Generations X and Y – writes Geoff Kellett....
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
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. ...
Superannuation
AMP’s decision to tap into the SMSF space created quite a buzz in the industry. Paul Sainsbury explains the decision was only logical, outlining a few factors financial p...
Funds management
van Eyk has warned advisers and clients not to jump into any investment decisions based on New Year predictions....
Superannuation
Advisers need to be careful about whether parties are related when considering in-house assets in super, according to Scott Hay-Bartlem from Cooper Grace Ward....
Financial planning
The Financial Services Council's backdown on its 'churning' policy has been welcomed by the Association of Financial Advisers (AFA)....
Financial planning
As more financial advisers go down the specialist path, establishing a successful financial advice business in the new regulatory landscape may require a similar approach...
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MARKET INSIGHTS
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...