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FUTURE OF FINANCIAL ADVICE
Financial planning
The financial planning industry has welcomed ASIC's guidance on fee disclosure, though some argue it should have applied only to new clients....
Financial planning
Finance and investment administration provider Wealthtrac has launched a back-office administration service for boutique advisory firms....
Financial planning
RI Advice will voluntarily include commissions in its fee disclosure statements, according to the licensee's head of practice development Peter Ornsby....
Financial planning
Macquarie Financial Planning Software has launched a new online solution and upgraded its product set....
Funds management
The Australian Competition and Consumer Commission (ACCC) is set to shift its focus towards the wealth management industry in 2013, according to Minter Ellison partner Ka...
Financial planning
The FPA received a large amount of useful feedback from members and other stakeholders when consulting on its updated professional code of conduct....
Financial planning
Australia is ahead of many developed markets when it comes to the education of its financial planners, according to CFA Institute managing director, Asia Pacific, Paul Sm...
Editorial
With ASIC's Peter Kell pointing to a level of life insurance policy churning to warrant regulatory concern, it is time for a clear definition of 'churn'....
Financial planning
There are terms hidden in the upcoming Future of Financial Advice (FOFA) legislation that every financial planner must be familiar with. ...
People & Products
Former BT Financial head of Licensee Select David Hunt has been appointed manager, northern region at RI Advice Group....
Financial planning
The Coalition has indicated it has already drafted changes to FOFA legislation that it will implement if it wins office....
Financial planning
The future of platforms and wraps will be discussed at a Money Management event on 15 November....
Financial planning
After recording a budget deficit of more than half a million dollars in 2010/11, the FPA has emerged into the black in the last financial year, according to its annual re...
Financial planning
The FPA says its upgraded professional code of conduct will be ready to go as soon as ASIC has finalised the new requirements....
Financial planning
ASIC has released a consultation paper to determine how a professional code of conduct will obviate the need for a financial adviser to comply with opt-in provisions cont...
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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...