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FOFA
Financial planning
Financial planning groups are restructuring salary models to make sure their planners are rewarded after the ban on commissions officially comes in on 1 July 2013....
Policy & Regulation
The regulator has confirmed scaled advice can be provided under best interests duties outlined in Future of Financial Advice changes....
Editorial
Even the strongest of client relationships can be tested when returns are weak. As Tom Reddacliff explains, long-term relationships between financial planners and their c...
Financial planning
Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...
Policy & Regulation
The Minister for Financial Services, Bill Shorten, has predicted that few of the financial services reforms implemented by the Gillard Government will be amended or repea...
Policy & Regulation
The Federal Opposition has declared it will move quickly to repeal the worst elements of the Future of Financial Advice regime....
Policy & Regulation
Australia's two financial services regulators have acknowledged the level of stress and uncertainty being experienced by financial services companies as a result of the G...
Policy & Regulation
FSC chairman Peter Maher has raised concerns about the industry's ability to comply with FOFA and MySuper in the available deadlines when definitions are still not availa...
Editorial
Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...
Policy & Regulation
A Money Management roundtable has identified a key consequence of opt-in - orphan clients....
Policy & Regulation
Some question the background of key ASIC personnel handling FOFA regulatory development....
Policy & Regulation
Opposition spokesman on Financial Services Mathias Cormann has suggested the dealer group consolidation being driven by FOFA reforms is not entirely unintentional....
Editorial
Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....
Top 100
Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....
Top 100
Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....
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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...