FOFA
Financial planning
Investment platforms are shifting their focus away from consolidation towards developing and upgrading their products, particularly in relation to their technology infras...
Policy & Regulation
The Financial Services Council (FSC) warns FOFA tranche may restrict the ability of financial services companies to provide scalable financial advice....
Editorial
The Financial Planning Association seems determined to “raise the bar” on professionalism in the financial planning industry, but as Mike Taylor reports, this might take ...
Editorial
Platforms are facing pressure from all sides, Milana Pokrajac writes. How will they deal with changing financial adviser demands, low investor sentiment and fast approach...
Editorial
The moment members of the Financial Planning Association (FPA) voted to become a professional association, and in doing so, dispense with the organisation's long-standing...
Policy & Regulation
FOFA second tranche has provided scope for financial planning groups to argue legitimacy of some volume rebates....
Policy & Regulation
<b>Updated:</b> The Assistant Treasurer, Bill Shorten, has introduced the second tranche of the Government's Future of Financial Advice (FOFA) legislation in to the Parli...
Financial planning
AMP-backed Multiport has continued to grow its presence in the managed accounts markets, announcing this week it had reached $150 million in funds administered on its man...
Policy & Regulation
Major platform providers have called for parts of the Future of Financial Advice (FOFA) reforms to be delayed due to lingering uncertainty with respect to grandfathering ...
Superannuation
Multiport passes $150 million managed accounts milestone....
Financial planning
Despite ongoing lobbying by financial planners, there exists no certainty that key independents Rob Oakeshott and Andrew Wilkie will support key FOFA amendments....
Policy & Regulation
Industry leaders believe the degree of complexity the Federal Government has injected in to the FOFA legislation means it may not be possible to implement by July 1 next ...
Policy & Regulation
The Financial Planning Association (FPA) has raised concerns about Treasury's admission that its failure to conduct a regulatory impact analysis on the Future of Financia...
Financial planning
The Assistant Treasurer and Minister for Financial Services, Bill Shorten, says the Financial Planning Association has been the most influential financial planning body i...
Policy & Regulation
Members of the Financial Planning Association are more prepared to meet the changes required by the Government's Future of Financial Advice changes....
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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...