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FOFA
Editorial
If the Government had cared to undertake a full regulatory impact analysis of its new legislation it might have quickly concluded that, in many respects, it was turning b...
Financial planning
The financial planning industry is in a state of flux - although arguably, regional planners have it a bit tougher in some areas, such as succession planning, financing a...
Editorial
The sole purpose test has governed the operations of Australian superannuation funds for nearly two decades but, as Mike Taylor reports, it may require some reinterpretat...
Policy & Regulation
There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...
Policy & Regulation
There has been unprecedented activity over the past 12 to 18 months in terms of financial planning practice sales, and it is possible the clarity provided by the latest F...
Financial planning
The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) has questioned the legitimacy of a television advertising blitz by industry superannu...
Policy & Regulation
IOOF warns FOFA changes may have unintended consequence of placing pressure on age pension....
Superannuation
The Financial Ombudsman Service will be effectively operating in the dark once the FOFA reforms are introduced, according to Argyle Lawyers principal Peter Bobbin. The cl...
Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
Editorial
Prime Minister Julia Gillard recently revealed the degree to which the Government viewed the Industry Super Network as not only a close political ally but also a key sour...
Editorial
History suggests the advantages flowing to industry superannuation funds from the Government’s Future of Financial Advice changes may ultimately prove to be a political l...
Financial planning
Financial planners and paraplanners remain an ongoing hotspot of demand as the wealth management industry continues to battle candidate shortages, according to the latest...
Financial planning
The Australian Securities and Investments Commission (ASIC) believes the liability for scaled online financial advice should fall on a financial planner, but a lack of sp...
Financial planning
Snowball chief executive Tony McDonald will depart the company on 4 October 2012 as part of the integration between Snowball and Shadforth, the company announced....
Financial planning
Elixir Consulting has launched a follow-up survey to its Adviser Pricing Models Research which looks at obstacles and methods used by financial planners in creating a fee...
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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...