FOFA
Financial planning
Risk-focused financial advisers remain optimistic about the outlook for themselves and their practices despite the changes facing the industry, according to a Zurich Fina...
Financial planning
Wealth Today has announced the appointment of Bob Scherini as head of adviser services....
Policy & Regulation
The number of Australians receiving financial advice will double under the FOFA reforms while the number of advisers will remain stable, according to research commissione...
Policy & Regulation
The financial planning industry is remaining vigilant despite Government assurances on FOFA bills' debate timing....
Editorial
Three years have passed since the start of initial talks about the FOFA changes. The debate rolls on, but the financial services industry has received little clarity and ...
Policy & Regulation
The Opposition will seek the support of the Independents to prevent the Government debating FOFA ahead of the PJC findings....
Policy & Regulation
FOFA's approach to financial advice delivered by superannuation funds could result in conflicting decisions on disputes in different jurisdictions....
Policy & Regulation
As many as 35,000 people in the financial advice industry will lose their jobs if the proposed FOFA reforms go ahead without amendment, according to the Association of Fi...
Financial planning
CHOICE chair Jenni Mack has dismissed claims by the Opposition that the imposition of an annual fee disclosure statement came as a complete surprise to the industry....
Policy & Regulation
ASFA has pointed to "material differences" between what the Government has promised on FOFA and what is contained in its draft legislation....
Financial planning
CHOICE chair Jenni Mack has dismissed claims by the Opposition that the imposition of an annual fee disclosure statement came as a complete surprise to the industry....
Financial planning
Financial planning businesses are increasingly looking to diversify their revenue streams in an attempt to secure their business models in the face of looming Future of F...
Financial planning
Provisio has forecast that the demand for online financial advice technologies is set to surge as the industry grapples with ways to lower the cost of delivering advice i...
Financial planning
ASIC has been placed on notice to adopt a more independent stance in the wake of the regulator having presented a Parliamentary Joint Committee (PJC) with preliminary dat...
Superannuation
ASFA is arguing that superannuation funds need more time to accommodate the changes flowing from MySuper....
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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...