As it has become clearer how much capability is needed to comply with the FOFA reforms, advisers have turned to platforms to do most of heavy lifting. ...

An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...

Colonial First State has introduced an FDS capability and completely removed conflicted remuneration from its platforms ahead of the looming FOFA deadline....

Warning that FOFA fee disclosure requirements will create more problems than they fix....

With the Federal Budget, end of financial year and Federal Election looming, the financial planning industry is still facing a number of critical legislative loose ends. ...

The Association of Financial Advisers (AFA) has signaled it is devising a "consumer-centric" program for its October national conference on the Gold Coast....

ASIC’s review of MDA guidance has major flaws, according to Bailey Roberts Group....

Clients of financial planners are questioning their advisers' technical abilities while still seeing them as trustworthy and reliable....

Colonial First State has relaunched its regulatory reforms website for financial advisers to cope with post-FOFA environment. ...

Planners hold back on selling up while demand continues for acquisition ...

Financial planners are going to be fundamentally affected by the Tax Agent Services Act but, as Cecilia Storniolo explains, there will be many unanswered questions almost...

A lack of consultation around change within dealer groups risks alienating financial planners. ...

SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...

Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...