Accountants eye move into financial planning

While the debate about the Future of Financial Advice (FoFA) continues, the accounting profession is quietly getting on with the job of developing its own standard for financial planning, via…

New clients to come wrapped … in red tape

Compliance costs, both in terms of time and money, are shaping as the single biggest long-term threat to planning practices in a post-FoFA landscape.

The Future of Financial Advice (FoFA) process…

'Transitional relief' may delay FoFA start

The financial services industry expects to have until at least 1 July 2013 to comply with the Future of Financial Advice (FoFA) reforms after intense lobbying by industry groups to…

Reforms get pass mark but doubts remain

The Future of Financial Advice (FoFA) reforms are on course to deliver a future where more expensive financial advice is delivered by fewer advisers to fewer Australians.

While hailing the new…

Are income based strategies the 'new black'?

Income-oriented investment strategies have returned to favour over the past few years with a strong trend towards cash and bonds that have delivered positive results since the GFC with little…

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Accountants eye move into financial planning

While the debate about the Future of Financial Advice (FoFA) continues, the accounting profession is quietly getting on with the job of developing ... [more]

New clients to come wrapped … in red tape

Compliance costs, both in terms of time and money, are shaping as the single biggest long-term threat to planning practices in a post-FoFA ... [more]

Industry to win ground on FoFA start

The financial services industry expects to have until at least 1 July 2013 to comply with the Future of Financial Advice (FoFA) reforms ... [more]

Reforms get pass mark but doubts remain

“It would be a perverse outcome of FoFA if fewer Australians received advice because of these reforms,” says Brogden.  [more]

Are income-based strategies the ‘new black’?

Income based investment strategies have in part become the ‘new black’ because of a period of disappointment with traditional investment approaches that have ... [more]

Gender gap narrows on retirement savings

Self-managed superannuation funds (SMSFs) are proving effective in bridging the traditional gender imbalances in retirement savings with financial advisers increasingly called on to ... [more]