Understanding FoFA: FPA pack encourages planners to discuss reforms with local MPs

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The Financial Planning Association (FPA) has released to members a comprehensive ‘FoFA Pack’ detailing the key issues raised by the Future of Financial Advice (FoFA) reforms. Recently sent to all

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AFA White Paper: The Tides of Change

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Editors Note The AFA, in partnership with NAB Financial Planner Banking, commissioned the “Tides of Change” research to better understand the current mindset of advisers and to understand their views

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13 New, Non-Unitised Fund Portfolio’s added by Fund Managers and Independent Research Houses to HUB24’s Portfolio Administration Service

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HUB24, a wholly owned subsidiary of ASX listed stockbroker and wealth management utility, Investorfirst Limited (ASX: INQ), is today pleased to formally announce the addition of 13 new, non-unitised portfolios

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AIOFP’s Board Response to FOFA

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DRAFT A Discussion Paper Presented to Minister Bill Shorten 1. Fiduciary Duty While there is currently no statutory fiduciary duty, the vast majority of advisers already behave in a manner

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Preventing insolvent trading: the focus of new ASIC report

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ASIC has today released a report that sets out the key messages and outcomes of its national insolvent trading program (NITP). The report, National Insolvent Trading Program Report (REP 213)

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Compare the Pair

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Whilst our (in my opinion) overly politically-correct industry leaders eschew the benefits of fees over “ugly” commissions let’s put an investment manager’s hat on and look at the business of

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