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Financial planning
The AIOFP has selected the OneVue platform as a new private label solution to partner with its privately owned Personal Choice Management platform....
Financial planning
A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....
Life/Risk
BT Insurance has launched a range of new protection plans for homemakers and high net worth individuals as well as more flexible application processes for financial advis...
Superannuation
An increasing number of people travel to Australia as non-residents, accumulating some savings in the Australian superannuation system. Daniel Butler and Tina Conitsiotis...
Superannuation
Though the death of SMSFs may have been regularly predicted in years past, modelling within Deloitte's Dynamics of the Australian Superannuation System report, released i...
Superannuation
SPAA says financial planners, auditors and accountants needed the 12-month delay to FOFA implementation....
Editorial
The Government’s handling of FOFA risks entrenching an inappropriate advantage for superannuation funds with respect to the provision of financial advice, writes Mike Tay...
Financial planning
This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...
Financial planning
After the introduction of the FOFA changes, financial advisers will need to use their soft skills to articulate the value of their advice. Chris Kennedy reports....
Financial planning
ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...
Policy & Regulation
All focus has turned to Opposition amendments and the attitude of the independents as Parliament prepares to debate the FOFA bills....
Financial planning
A banned Gold Coast financial adviser will return to court today to face 19 criminal charges including providing false or misleading statements and failing to have a reas...
Policy & Regulation
The absence of key independent Bob Katter emerges as a concern as the FOFA bills loom for debate....
Financial planning
Count Financial is delivering platform savings and other benefits in the wake of its acquisition by the Commonwealth Bank....
Policy & Regulation
Both the FPA and AFA have distilled their lobbying on FOFA to sets of key issues and vow to maintain the fight....
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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...