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FOFA
Financial planning
ASIC signals it will look to the most senior levels when it detects a bad compliance culture....
Superannuation
SPAA claims $2000 self-education cap will undermine maintenance of professionalism in SMSF sector....
Editorial
There will be many in the financial services industry who will welcome the return of Chris Bowen to over-arching management as Federal Treasurer of the Financial Services...
Editorial
The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...
Financial planning
The distinction between wholesale and retail clients has been a fundamental part of the financial services laws since the 2004 Financial Services Reform legislation. Howe...
Financial planning
Homesafe Solutions believes market conditions have generated an environment conducive to equity release products....
Accounting
The Institute of Public Accountants has welcomed the Coalition’s new policy paper which re-affirms the promise to repeal some of the more controversial elements of the Fu...
Financial planning
Count founder Barry Lambert predicts in Money Management that commercial reality and the FOFA changes will precipitate the disappearance of more AFSLs....
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
Financial planning
Planners leave amid FOFA pressure and institutional offers....
Editorial
With Parliament having risen for the final time before the Federal election and the new legislative settings now largely in place, Lisa Claes says that when the regulator...
Financial planning
The Coalition has released a new policy paper which confirms it would amend FOFA to “reduce compliance costs for small business financial advisers”. ...
Financial planning
While bank-owned dealer groups aggressively increased their adviser numbers in the last few years, non-aligned financial planning businesses have had to put serious brake...
Rate the raters
They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....
Financial planning
Advisers unsure of what to charge for ongoing service ...
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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...