FUTURE OF FINANCIAL ADVICE
Accounting
The APESB has agreed on the amended version of the controversial APES230 standard. ...
Editorial
How much can platforms really help? Patrick Jackson questions the ability of platforms to create efficiencies in tackling the wave of regulatory changes coming our way. ...
Financial planning
Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Financial planning
Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....
Financial planning
Eight-five per cent of financial planning practices do not formally ask their clients for feedback, according to Business Health director Terry Bell....
Financial planning
The Institute of Managed Account Providers (IMAP) chair Toby Potter says the regulator’s proposed guidance on managed discretionary accounts (MDAs) recognises their impor...
Financial planning
With next week’s FOFA event having sold out, Money Management is now offering a webstream....
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
Editorial
As planners grapple with how to implement the changes flowing from the FOFA reforms, David Hasib examines the stark choices that many will have to make, including actuall...
Accounting
The IPA has restated its intention to over-ride APES 230 while accountants remain concerned that the APESB is not moving on the issue....
Financial planning
After 12 months of inertia, many planners are finally making some tough decisions about the way they run their businesses, says My Dealer Group principal Anne Fuchs....
Financial planning
Software developers have moved to “unprecedented” levels of disclosure regarding every part of financial planners’ daily advice activities, according to new research by I...
Editorial
The good news for accountants involved in the provision of financial advice is that the APESB started 2013 by extending the time-frames with respect to its APES 230 stand...
Financial planning
Every planner should be able to enunciate what they do and how they add value in a 15-minute spiel, says HLB Mann Judd business services partner Matthew Gardiner....
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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...