FOFA
Financial planning
Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....
Financial planning
Financial planning dealer groups and practice principals are rethinking staff incentivisation packages in light of the Future of Financial Advice (FOFA) reforms, although...
Editorial
Scott Machin explains how scoped advice is bringing financial advice within the reach of all Australians....
Editorial
It has become self-evident that either directly or indirectly, opt-in is going to drive up the cost of financial advice for many Australian consumers, writes Mike Taylor....
Editorial
As superannuation fund balances rebuild to levels not seen since before the global financial crisis, Mike Taylor reflects on how little say super fund members have in the...
Financial planning
CFS has revamped its FirstChoice Wholesale platform to offer fees lower than industry funds....
Financial planning
Paragem has five more practices in the process of securing their own AFSL, which it says further supports its view that financial reforms will suit the independent financ...
Policy & Regulation
The National Institute of Accountants (NIA) has launched an assistance program focused on the proposed Future of Financial Advice reforms, which the association says will...
Editorial
Mike Taylor reports that the former chief justice of the High Court, Sir Anthony Mason, has pointed to the legislative challenges facing the Government in delivering an e...
Editorial
Stewart Bell looks at the proposed Future of Financial Advice reforms and the changes they have already brought to the industry....
Financial planning
Gold Coast financial planning practice Wealth Vision has achieved much of what the Future of Financial Advice reforms are designed to achieve: greater access to affordabl...
Financial planning
Sentiment among Australian financial advisers appears to be recovering from the initial negativity generated by the Government’s announcement of the Future of Finan...
Financial planning
The Federal Treasury appears to have left open the question of a statutory compensation scheme covering financial planners, with a review due for completion in January st...
Superannuation
The Government has stopped short of imposing retirement solutions stemming from super, although it may place pressure on advisers to address the risks retirees face in th...
Financial planning
A panel of senior financial planners has warned that ‘opt-in’ will drive up costs and abrogate the fundamental relationship between advisers and clients....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...