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FOFA
Editorial
A significant portion of the Australian population does not understand what constitutes financial advice and that it remains far too easy for people operating well outsid...
Superannuation
The writing is on the wall that more responsibility will fall on individuals to fund their own retirement. The need for better post-retirement solutions to deal with long...
Editorial
As Australian planners seek to come to terms with the Government’s Future of Financial Advice changes, Paul Resnik outlines events in the United Kingdom and their impact ...
Financial planning
BT Financial Group has announced a restructure driven by a desire to earn more of Westpac customers’ superannuation, investment, advice and insurance business as a result...
Financial planning
Recent industry upheaval has resulted in plenty of small and medium sized dealer groups looking for a quiet exit through a sale to an institution, according to Equity Tru...
Policy & Regulation
FOFA is expected to be the catalyst for further industry consolidation while the move to a fee-for-service environment is set to trigger the sale of 'C' and 'D' level cli...
Superannuation
Super funds providing scaled advice to their members may soon be required to play by the same rules as the rest of the financial planning sector, as the corporate regulat...
Financial planning
The way planning practices charge for advice will be key to how well they deal with Future of Financial Advice (FOFA) regulations - and charging an hourly rate is definit...
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Financial planning
With increased volatility, there have been many changes in the dealer group space, both in terms of adviser numbers and funds under advice. Angela Welsh reports on events...
Financial planning
ClearView and AMP Financial Planning have taken out Money Management's 2011 Dealer Group of the Year Awards....
Financial planning
Now is no time for advisers to ease up in terms of lobbying local MPs around FOFA issues, according to AFA chief executive Richard Klipin....
Editorial
The Financial Planning Association (FPA) has finally called a spade a spade. It has accused the Industry Super Network (ISN) of using its political influence and the Futu...
Financial planning
Research used by the Industry Super Network (ISN) to support its advocacy of opt-in requirements has been panned by sections of the financial planning industry....
Policy & Regulation
The FOFA changes are weighing heavily on planners, prompting action by the AFA and Beyond Blue....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...