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FOFA
Policy & Regulation
From 1 July this year, planners will have to divide their client base into pre-FOFA and post-FOFA clients, according to Madison Financial Group head of compliance Cheyenn...
Financial planning
With its merger with Premium Investors completed, WAM Capital has moved to terminate Premium's IM arrangement with Treasury Group....
People & Products
Infocus Group founder Darren Steinhardt will assume the role of chairman following the departure of Barrie Adams at the company's December board meeting....
Superannuation
Some SMSF compliance rules are discriminatory, lack logic and are unnecessary, according to Chan & Naylor's Ken Raiss....
Editorial
2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Financial planning
Older planners who have been deferring their retirement plans are putting their businesses up for sale as markets improve, according to Forte Asset Solutions director Ste...
Editorial
The launch of a national curriculum for financial planning degrees by the Financial Planning Education Council was a major win for the industry in 2012....
Editorial
The Financial Planning Association’s ‘side deal’ with the Industry Super Network on FOFA drew plenty of flack from many key industry figures....
Editorial
The Financial Services Council's position on life insurance churn proved controversial, attracting criticism from the likes of Synchron's Don Trapnell....
Editorial
Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....
Financial planning
Chief executive officer of ANZ-owned dealer group RI Advice, Paul Campbell, has left the group for family reasons, the company has announced....
Policy & Regulation
ASIC has outlined its regulatory approach on the key questions of best interests and scaled advice, including the "safe harbour" elements....
Financial planning
Grandfathering provisions in the FOFA legislation risk encouraging complacency in the advice industry, according to van Eyk Advice national practice manager Tony Zulli....
Policy & Regulation
Over 80 per cent of financial services chief executives believe the Future of Financial Advice (FOFA) reforms will drive up the cost of operating a financial advisory net...
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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...