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FOFA
Financial planning
With fee disclosure requirements for financial advisers just around the corner, Adviser Logic managing director Gundeep Sidhu says that he is still seeking clarity from d...
Editorial
Mike Taylor writes that FOFA is already beginning to change the shape and texture of the financial planning industry – something likely to be reflected in a rash of annou...
Financial planning
Finance and investment administration provider Wealthtrac has launched a back-office administration service for boutique advisory firms....
Life/Risk
Improving consumer demand and sales volumes have bolstered life/risk adviser sentiment, according to the latest Zurich index....
Financial planning
The news that ANZ licensee RI Advice plans to voluntarily disclose commissions in its annual fee disclosure statements has put the spotlight on other dealer groups' plans...
Financial planning
Many baby boomers would prefer to handle their own affairs, according to a new superannuation survey....
Editorial
There are signs a lack of precision in the legislation has left too much to the interpretation of ASIC in translating FOFA into workable regulations....
Life/Risk
Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...
Financial planning
Some planners are worried that PI requirements risk compromising best interest allocations....
Financial planning
Engaging inactive clients will be one of the biggest challenges facing financial advisers in the post-FOFA world, according to executive general manager of advice and mar...
Financial planning
RI Advice will voluntarily include commissions in its fee disclosure statements, according to the licensee's head of practice development Peter Ornsby....
Financial planning
AFSLs are placing greater focus on monitoring and supervision of their financial planner networks, according to Kate Humphries, general manager of Pathway Licensee Servic...
Financial planning
We know what challenges lie ahead, but how will financial advisers handle them? Zurich's Philip Kewin sets out to gauge their readiness....
Financial planning
While the ultimate shape of FOFA might depend on who wins the next Federal election, financial planners will have a busy year ahead nevertheless, writes the FPA’s Dante D...
Superannuation
ASFA's Pauline Vamos argues that 2013 is the dawn of a new era for superannuation, and that the industry will cater to those who own it – the members....
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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...