financial planning

Policy & Regulation

FSC asks for FOFA extension

FSC chief John Brogden has written to the new Labor government asking for FOFA to be extended until 1 July, 2014....

Policy & Regulation

BT reveals its FOFA costs

BT Advice has revealed how much in money and human resources it spent on FOFA preparations....

Financial planning

How to avoid becoming a victim of FOFA

After much debate, FOFA is set to hit the beach in a matter of days on 1 July. D-Day is imminent – and a survival strategy for planners is now absolutely imperative, writ...

Financial planning

Are you ready for FOFA?

As we edge closer to 1 July 2013, Fiona Mackenzie encourages practices to look at how fit for FOFA they are and what they can do to become FOFA-ready....

Financial planning

Rubik expands software offering with COIN iPad app

Financial solutions provider Rubik Financial has launched a COIN Software-integrated iPad app to provide financial advisers with real-time access to client data....

Financial planning

Kinetic Super aligns renames financial services company

Kinetic Super has renamed its financial services company, eo Financial Services, to align with its recent rebrand....

Financial planning

Who will be Financial Services minister?

Tumultuous events in Canberra open the question of who will get the Financial Services portfolio....

Financial planning

Guardian Advice launches practice equity model

Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...

Financial planning

SMAs offered through platforms to give sector a boost

The managed account market is set to expand with respect to both the numbers of offerings available and the number of providers in the space seeking to access planners an...

Editorial

TASA exposes the divide between planners and accountants

If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...

Financial planning

CBA retains Whittaker Macnaught clients

Half of former Whittaker Macnaught advisers have set up their own practices under CBA-owned Financial Wisdom, while Eureka and MSI Taylor are picking up the rest of the b...

Life/Risk

Insurance issues hit AMP earnings

AMP Limited earnings update reveals extent of losses in Australian wealth protection division....

Editorial

What is the outlook for Australian equities?

Are we seeing a genuine move back into Australian equities driven by an exit from cash and cash-like investments, or are there other forces at play? A Money Management ro...