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FOFA
Funds management
Investors set to own platform via equity stakes deal....
Financial planning
An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....
Financial planning
Thanks to the best interests duty financial advisers now have a better chance then ever to identify quality licensees, writes Anne Fuchs. ...
Editorial
There were some raised eyebrows when Financial Services Council chief executive John Brogden announced his organisation would be developing policy with the Industry Super...
Funds management
Macquarie Wrap has reached $4 billion in funds under administration (FUA) for its Consolidator Series of investment, superannuation and pension accounts....
Financial planning
There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...
Financial planning
ISN chief David Whiteley has urged the next elected government to give FOFA a chance before abandoning it completely. ...
Financial planning
The Commonwealth Bank has finished the last financial year with $7.6 billion in net profit after tax, and an earnings boost for its wealth management division. ...
Financial planning
The Coalition’s Paul Fletcher reaffirms a change in Government will see a change to key elements of FOFA....
Editorial
In a two-horse race at the forthcoming Federal Election, Mike Taylor writes that financial services companies are mainly backing self-interest. ...
Financial planning
Fairfax Media has decided to exit its financial services play, selling InvestSMART to Australasian Wealth Investments....
Financial planning
Grandfathering will remain under a Coalition Government unless the client decides otherwise....
Editorial
The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...
Financial planning
Matrix promotes two staffers and outsources paraplanning...
Financial planning
Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....
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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...