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FOFA
Accounting
The APESB has agreed on the amended version of the controversial APES230 standard. ...
Editorial
How much can platforms really help? Patrick Jackson questions the ability of platforms to create efficiencies in tackling the wave of regulatory changes coming our way. ...
Financial planning
More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....
Editorial
The Government’s introduction of the legislation necessary to enshrine the term ‘financial planner/adviser’ coincided with the Conference of Major Superannuation Funds, r...
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
People & Products
Australian Unity Personal Financial Serivces has recruited Ian McDermott as head of risk and compliance to assist the group with the final details of FOFA. ...
Accounting
APESB scheduled to deal with amended APES 230 approach on Friday....
Financial planning
Despite reports to the contrary, OneVue has seen advisers flock back to platforms as regulatory changes force them to run their practices more efficiently....
Financial planning
New research suggests planners are finding 2013 profitable despite the impact of legislative change and continuing market uncertainty....
Financial planning
The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Financial planning
Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....
Editorial
Few people in the financial planning industry will have failed to notice, via draft legislation released by the Treasury, that the Federal Government has delivered what w...
Financial planning
The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....
Financial planning
Two bodies will soon regulate financial planners - a serious concern to the FPA....
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MARKET INSIGHTS
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...