FOFA
Financial planning
Suncorp confirms Vero is applying a ‘selective’ approach to approving directors and officers insurance to planning groups....
Life/Risk
We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...
Accounting
This week’s APESB board meeting looms as a crucial moment in the APES 230 debate....
Policy & Regulation
Treasury officials point to looming announcement on grandfathering rules – but claim original design was too “liberal”....
Editorial
Iress has reported a 5.1 per cent decline in statutory net profit to $39.2 million in its full-year results — but its wealth management business continues to attract stro...
Editorial
As planners grapple with how to implement the changes flowing from the FOFA reforms, David Hasib examines the stark choices that many will have to make, including actuall...
Financial planning
The concept of ‘values-based financial planning' fits in perfectly with spirit of the Future of Financial Advice (FOFA) reforms, according to American financial planning ...
Policy & Regulation
The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...
Financial planning
Financial software provider Rubik Financial Limited has signed a provisional agreement to acquire Provisio Software, a provider of scaled and online advice technology to ...
Editorial
It is to be hoped that the Minister for Financial Services, Bill Shorten, has noted the capacity of the financial planning industry to do good and to rally to the needs o...
Accounting
The IPA has restated its intention to over-ride APES 230 while accountants remain concerned that the APESB is not moving on the issue....
Editorial
ASIC's guidance on FOFA's fee disclosure requirements prompted an almost audible sigh of relief from the financial planning industry....
Financial planning
AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....
Financial planning
The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....
Financial planning
Ibbotson Associates’ Matthew Esler highlights that effective client engagement not only empowers financial planners with the key to unlocking scaled advice but also ensur...
Never miss the latest news and developments in wealth management industry
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...