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FOFA
Financial planning
Industry silent as public makes feelings on ASIC known. ...
Financial planning
The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...
Editorial
While Rice Warner riled the financial planning industry with its latest research work on behalf of Industry Super Network, history will be the judge of the validity of it...
Financial planning
Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...
Superannuation
FSC urges use of Treasury inter-generational report as basis for five-year super policy settings. ...
Superannuation
The same company which produced research claiming FOFA would make advice cheaper is now in the headlines for giving women more super than men....
Financial planning
The regulator has put forward new proposals to update the record-keeping obligations for those who provide financial advice to retail clients. ...
Financial planning
AIOFP chief Peter Johnston says other associations fail to represent the specific needs of independently owned financial planners at the government level, announcing the ...
Financial planning
Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....
Financial planning
Former Apogee head says the traditional model of a risk-focussed dealer group is not sustainable in the post-FOFA era. ...
Editorial
Tasmanian Liberal Senator, David Bushby, who is chairing the Senate Committee reviewing ASIC, made a very good point when he said that nothing in the FOFA changes will pr...
Financial planning
While recent media reports have painted a less than flattering picture of its former culture, it is important to recognise that Commonwealth Financial Planning has come a...
Top 100
Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....
Financial planning
There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....
Financial planning
Rubik Financial Limited has entered an agreement with Revex Solutions around COIN acquiring Revex and a four-year exclusive reseller agreement....
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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...