Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FOFA
Financial planning
The release of draft amendments to FOFA have been welcomed but representative bodies still to pick through the details...
Financial planning
The Federal Government has released draft FOFA amendments which it will introduce by regulation wherever possible...
Financial planning
Industry Super Australia wants the Government’s FSR process to traverse conflicts of interest and the role of sales and advice personnel....
Financial planning
Planners unsure about FDS provision ahead of month-end deadline ...
Superannuation
FPA CEO Mark Rantall rebuffs ISA’s criticisms of Government’s FOFA amendments....
Financial planning
Educational programs launched by some vertically integrated dealer groups are nothing more than a product push to advisers, says Anne Fuchs....
Financial planning
Boutique Financial Planners Principals' Group (BFPPG) has renewed its push for transparent licensee ownership disclosure, hoping the rounding off of FOFA reforms will all...
Financial planning
The threat of regulatory change has outranked cyber crime and PR disasters as the greatest risk to the financial services industry, a survey shows. ...
Financial planning
FOFA reforms have not impacted recruitment within financial services, with some businesses looking to increase staff numbers....
Policy & Regulation
Large number of planning practices ready to act on grandfathering amendments after preparing in advance....
Superannuation
Changes to FOFA highlight the need for specialist SMSF advice, according to SPAA....
Editorial
In a bidding war that has lasted much of the year, The Trust Company board recently advised its shareholders to reject the latest takeover proposal by Equity Trustees in ...
Editorial
Grandfathering – specifically the transition of pre-existing commission-based advice fees into the new FOFA arrangements – was an industry football that kept getting kick...
Editorial
The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....
Editorial
The Coalition signaled early that one of its first priorities if it won Government at the 2013 Federal Election would be 'Son of Wallis' – essentially an update of the Fi...
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...