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FOFA
Financial planning
Retention bonuses and open architecture are at the centre of CBA's bid to keep Count Financial planners on board....
Superannuation
Prime Minister Julia Gillard argues the strength of Australia’s superannuation regime supplants the need for a sovereign wealth fund....
Financial planning
Following a successful merger between Snowball Group and Shadforth Financial earlier this year, the combined group has posted a net profit after tax of $25.4 million for ...
People & Products
Australian Financial Services Group Limited (AFS Group) has announced the appointment of Meaghan Unsworth to the newly created role of head of strategic development....
Policy & Regulation
The Federal Opposition has accused Assistant Treasurer Bill Shorten of allowing his industry fund affiliations to distort the FOFA legislation....
Funds management
Clearview has announced the launch of its wealth management platform with full wrap capabilities, which would be administered by Colonial First State (CFS) Custom Solutio...
Policy & Regulation
Law firm Slater & Gordon has expressed its support for the Government’s draft Future of Financial Advice (FOFA) bill, released yesterday....
Superannuation
SPAA gives qualified welcome to FOFA legislation but maintains pressure with respect to accountant advice....
Financial planning
While the industry funds laud the FOFA legislation, the key financial planning groups maintain their rage against opt-in....
Policy & Regulation
The Government has delivered the first draft of its FOFA legislation, confirming the two-year opt-in and a proposed ban on asset-based fees with respect to gearing....
Policy & Regulation
The Government's proposed FOFA reforms have delivered a body blow to financial planner confidence with the majority expecting their businesses to be worse off as a result...
Financial planning
While the Future of Financial Advice is the immediate concern for wealth managers, rapid changes in technology may have a more telling long-term impact....
Editorial
Alexei Piltiaev explains how implementing the right software solution can help financial planning businesses tackle the compliance and administration issues flowing from ...
Editorial
The financial services industry has celebrated the 20th anniversary of the Superannuation Guarantee and, as Mike Taylor reports, the industry funds have more to celebrate...
Financial planning
Australian Unity Personal Financial Services has reached $1 billion in funds under advice, a two-fold increase over the past year....
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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...