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FOFA
Financial planning
A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...
Financial planning
Confronted by a Senate Committee inquiry, ASIC has delivered a highly detailed enforcement report and pointed to the likelihood of FOFA uncovering legacy issues....
Editorial
Due to the wave of change ripping through the financial services industry, law firms specialising in this sector will be fighting for your business. Leanne Mezrani points...
Financial planning
Grant Holley, the head of law firm Holley Nethercote, suggests planners take a number of steps in the wake of FOFA’s official start....
Financial planning
New FOFA research commissioned by industry funds is at odds with reality, according to financial planning executives. ...
Financial planning
Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...
Editorial
Barry Lambert looks at the underlying value of an AFSL, why you might avoid buying one and the likely impact of licensing accountants. ...
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Financial planning
Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....
Financial planning
Seaview Consulting believes planning firms can translate the FOFA changes into a business opportunity....
Financial planning
The new Federal Treasurer, Chris Bowen, will be a keynote speaker at the forthcoming Financial Services Council conference....
Financial planning
OneVue has upgraded its Unified Managed Account platform to offer two separate investment package options plus a simplified fee structure....
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
Financial planning
The chairman of the Senate Committee reviewing ASIC laments that its greatest successes appear to have occurred after the damage has already been done....
Policy & Regulation
Australian financial services institutions have received some breathing space with regards to the implementation of FOFA and Stronger Super as the US announces a six-mont...
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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...