FOFA

ARTICLES

10 September

Financial planning

12-monthly opt-in back on the legislative agenda

Advisers have been urged to be mindful of the Treasurer, Josh Frydenberg’s move to impose 12-monthly opt-in and...

The Government needs to bring back the loss carry-back initiative to allow firms to clawback their tax paid when they incur revenue loss, the IPA believes.

2 July

Financial planning

Count’s 60% revenue challenge a pointer to industry pain

The degree of commercial pain being felt by financial planning dealer groups has been laid bare in the...

Federal Treasurer Scott Morrison has cited LIF and higher adviser standards as part of the Government's agenda in preference to a Royal Commission.

1 July

Superannuation

Suncorp to defend class action over fees

Conflicted fees are once again a hot legal topic, with Suncorp being hit with a class action in the New South...

Sep 16 2019 - 1:30pm

Meeting the needs of tomorrow’s client

In the new era of investing, advisers need to keep pace with shifting client preferences.

Desktop Broker

6 June

Financial planning

Adviser Ratings seeks to crowd fund growth

Adviser Ratings, the firm that grew out of the Future of Financial Advice and the consumer movement, is now...

22 March

Editorial

Leaking billions, the banks depart wealth management

Just short of 20 years after beginning their adventure in wealth management, the major banks have all headed for...

8 March

Editorial

Hayne’s findings important but not without flaw

The chief executive of the Financial Planning Association (FPA), Dante De Gori is absolutely right to urge the...

Sep 1 2019 - 4:45pm

Go Beyond Borders and Benchmarks for Income

As the market landscape gets trickier, generating income from investments is harder than ever. Find out why it...

J.P. Morgan Asset Management

5 March

Policy & Regulation

Choice wants voice on RC rectification taskforce

Consumer group Choice wants the Federal Government to fund a Royal Commission rectification taskforce and,...

7 February

Financial planning

Fiducian signals business as normal post-RC

Fiducian executive chairman, Indy Singh has signalled it will be business as usual at his firm in the wake of the...

The Productivity Commission sees insurance as a key issue impacting superannuation fund member returns and intends examining the value for money actually delivered.

6 February

Life/Risk

Synchron signals lobbying effort on risk commissions

Risk-focused financial planning group, Synchron has signalled its intention to lobby the Government for the...

27 November

Financial planning

Are APLs really necessary?

With the Royal Commission questioning the role of Approved Product Lists a larger question has arisen about...

7 November

Funds management

RC should act against platform shelf-space fees

Major fund manager, Platinum Asset Management has called on the Royal Commission to further scrutinise platform...

UniSuper members were demanding more face-to-face advice despite the rise of robo-advice, with initial appointments growing by over 20 per cent.

23 August

Financial planning

Planners need “radical transparency”: Investment Trends

Going forward, financial planners must move to a model of radical transparency in order to retain clients and...

Macquarie Group appears on track to meet market expectations and has benefited from the migration of the ANZ Oasis to the Macquarie platform.

10 August

Expert Analysis

Past Failings Need Not Preclude a Bright Future

Bernie Ripoll writes that the Royal Commission into Misconduct in the Banking, Superannuation and Financial...

9 August

Financial planning

End grandfathered commissions ASAP, says ASIC

The Australian Securities and Investments Commission has told the Productivity Commission that grandfathered...

18 July

Financial planning

FPA repeats call for 3-year grandfathered commission phase-out

The Financial Planning Association has repeated its call for a three-year phase-out of grandfathered commissions...

Market Insights

Meeting the needs of tomorrow’s client

16 September 2019

Go Beyond Borders and Benchmarks for Income

1 September 2019

Mounting signs the global economic expansion is losing momentum

16 September 2019

Podcast series: Emerging market debt

13 September 2019

EVENTS

Oct23

Women in Financial Services 2019

Hedware

Well said - couldn’t agree more

Bet the senior executives are still on a good...

Shares boost for AMP CEO De Ferrari13 hours 44 min ago

Bozo

not quite, the conflict that concerned them was, the situation where would an adviser suggest...

Grandfathering – ASIC relied on sample-based data14 hours 18 min ago

Matt D

Can I please opt out of paying ASIC levies?

Grandfathering – ASIC relied on sample-based data14 hours 26 min ago

ARTICLES

12-monthly opt-in back on the legislative agenda

Count’s 60% revenue challenge a pointer to industry pain

Suncorp to defend class action over fees

Meeting the needs of tomorrow’s client

Adviser Ratings seeks to crowd fund growth

Leaking billions, the banks depart wealth management

Hayne’s findings important but not without flaw

Go Beyond Borders and Benchmarks for Income

Choice wants voice on RC rectification taskforce

Fiducian signals business as normal post-RC

Synchron signals lobbying effort on risk commissions

Are APLs really necessary?

RC should act against platform shelf-space fees

Planners need “radical transparency”: Investment Trends

Past Failings Need Not Preclude a Bright Future

End grandfathered commissions ASAP, says ASIC

FPA repeats call for 3-year grandfathered commission phase-out

Meeting the needs of tomorrow’s client

Go Beyond Borders and Benchmarks for Income

Mounting signs the global economic expansion is losing momentum

Podcast series: Emerging market debt

Hedware

Bozo

Matt D

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Hedware

Bozo

Matt D