FOFA

Superannuation

Morningstar has launched fund analyst research on Australian industry superannuation funds, which it said would provide an independent insight into this sector....

Financial planning

The rise of scaled advice and fee-for-service models ahead of the start of the Future of Financial Advice legislation has made the need to lower advice costs even more im...

Editorial

The approach ASIC has signaled it will adopt to scaled advice and the best interests duty is a welcome development for financial planning industry....

Financial planning

With remuneration models under scrutiny in the face of significant regulatory overhaul such as the removal of volume rebates due to Future of Financial Advice reforms, ad...

Financial planning

John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....

Financial planning

The Financial Planning Association has launched a new consumer website called FPA Difference as part of Financial Planning Week, which ends this coming Sunday....

Policy & Regulation

Despite FOFA reforms now being imminent, there are several regrettable reasons many businesses are using to delay addressing the changes, according to a paper from PwC an...

Policy & Regulation

One-off expenses AMP estimates it will incur dealing with regulated changes highlight the need to have performed a regulatory impact assessment on FOFA, according to Sena...

Financial planning

Australia's three professional accounting bodies are in danger of losing members heavily engaged in the financial planning industry over new standards being proposed by t...

Financial planning

CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....

Editorial

Timing is everything – and savvy investors are exploring the industry’s intricacies before dishing the dosh to active managers to get results. Janine Mace adjudicates. ...

Editorial

Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...

Policy & Regulation

ASIC signals it will apply the same rules to both scaled and holistic advice....

Financial planning

Succession planning is the number one concern for financial advisers in ANZ's non-bank channels, according to ANZ general manager, advice and distribution Paul Barrett....

Financial planning

Opposition puts regulators and industry funds on notice referencing parliamentary accountability and competitive neutrality....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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