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FOFA
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...
Financial planning
OnePath has launched an online application called OneView Life, which allows advisers to see client and policy information for their inforce books in real time....
Financial planning
The Institute of Chartered Accountants has urged the Government to move on the deductibility of financial advice in the May Budget....
Financial planning
OnePath has launched an online application called OneView Life, which allows advisers to see client and policy information for their inforce books in real time....
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Editorial
Mike Taylor reports that a number of submissions filed with the Parliamentary Joint Committee reviewing the FOFA bills have revealed a serious disconnect between what the...
Policy & Regulation
The Association of Financial Advisers (AFA) believes the weight of evidence presented to the PJC is enough to get FOFA back on track....
Policy & Regulation
The servicing of A and B clients will dominate and financial planners will be kidding themselves if they believe they can adequately service unduly large client books in ...
Financial planning
Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....
Editorial
2012 will be the year of the savvy consumer - and the financial services industry is preparing for this new trend, writes Jim Minto....
Financial planning
ASIC's use of preliminary financial planning shadow shopping data during PJC evidence earns Coalition rebuke....
Policy & Regulation
ASFA does not support further delays to the implementation of the FOFA reforms while a regulatory impact study is completed....
Financial planning
ASIC's use of preliminary financial planning shadow shopping data during PJC evidence earns Coalition rebuke....
Financial planning
The Corporate Superannuation Specialists Association has cited research backing its concerns around the provision of financial advice in MySuper funds....
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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...