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FOFA
Financial planning
FOFA regulations require planners to outline platform and investment choices in SOAs....
Financial planning
The Fold Legal launches three new online learning modules in its Financial Advice Series....
Editorial
With Parliament prorogued and the advice reform agenda incomplete, many in the financial services industry are left wondering ‘what now?’, writes Cecilia Storniolo....
Financial planning
Seaview Consulting predicts financial planning practice values will remain in decline with supply outstripping demand....
Editorial
Equity Trustees has reported a net profit after tax of $8.7 million for the 12 months to the end of 30 June 2013, stating that the result was affected by costs associated...
Funds management
ETFs have moved onto a level playing field with actively managed investment products as a result of the FOFA reforms — but the onus is still on ETFs for people to invest ...
Editorial
Planning acquisitions and platform restructure set scene for future performance....
Editorial
Profit falls as insurer boosts planners and distribution agreements. ...
Financial planning
Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...
Editorial
Industry Super Network CEO David Whiteley has made an appeal to financial advisers to give FOFA a chance to work before rushing to have the reforms amended. ...
Rate the raters
If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...
Financial planning
Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...
Editorial
While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...
Financial planning
The FPA has kicked off its financial planning week, which will allow consumers to get free financial advice from its members....
Financial planning
A major law firm has warned Australian consumers against taking advice from bank financial planners....
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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...