Editorial

Financial advisers, surveillance and their place in insurance claims

Col Fullagar looks at the issue of surveillance during claims management and the financial adviser’s role in making sure the client is treated fairly. Is surveillance an ...

Editorial

FOFA raising questions of trust

Mike Taylor reports that a number of submissions filed with the Parliamentary Joint Committee reviewing the FOFA bills have revealed a serious disconnect between what the...

Editorial

How financial planners can learn to live with lawyers

Financial planning practices often need to use the services of legal professionals. Samantha Hills gives tips on how to find lawyers and work with them to achieve the bes...

Editorial

Is FOFA an unbridgeable divide?

Mike Taylor reports that the likelihood of a bipartisan report and meaningful amendments emerging from the Parliamentary Joint Committee reviewing the FOFA bills is becom...

Editorial

FOFA - the final countdown

Three years have passed since the start of initial talks about the FOFA changes. The debate rolls on, but the financial services industry has received little clarity and ...

Editorial

Financial planners finding it hard to be heard

With constant talk of doom and gloom and not much emphasis on investor education, financial planners find it difficult to articulate the value of going back into the inve...

Editorial

FOFA's missing pieces

Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....