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FOFA
Policy & Regulation
Rubik Financial managing director Wayne Wilson says the fourth version of COIN is ready for the Future of Financial Advice (FOFA) reforms....
Financial planning
Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...
Financial planning
Asgard’s Infinity eWRAP reached a milestone this week – passing $2 billion in funds under management....
Financial planning
Yellow Brick Road has increased its overall revenue but high operating costs have led to a $6.83 million net loss before tax....
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Life/Risk
The opt-in requirement will touch the day-to-day operations of risk advisers who have switched to some form of fee remuneration model, writes Sue Laing....
Editorial
ASIC has been handed a mammoth task in delivering FOFA, underscoring the tiny window available to the financial services industry to prepare for the new regulatory regime...
Financial planning
Early adopters of scaled advice technologies and services may have to rethink their offering as the FOFA reforms move closer to their start date....
Editorial
Gloomy headlines have at least played a part in creating financial anxiety among Australian investors. Tim Browne explains why it’s important for financial advisers to us...
Editorial
Diversified financial services group Fiducian Portfolio Services has acquired three small financial planning practices and is focused on acquiring accounting practices, d...
Financial planning
Anthony James and Jim Boynton explain why financial planners shouldn’t delay their FOFA implementation....
Financial planning
Participants of a Money Management roundtable agree there are too many part-time financial planners living off large books of trailing commissions....
Financial planning
Melbourne-based financial planning business FMD Financial has acquired two advisory firms - Investwell Financial Planning and Financial Lifestyle Managers....
Financial planning
With legislative change sweeping across the financial services industry, BT Financial Group has launched a website designed to keep advisers up to date with the latest po...
Policy & Regulation
Learning from the lessons of similar reform in the United Kingdom, Australian financial advisers need to ensure adequate standards and controls are in place ahead of the ...
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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...