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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....
The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...
It became apparent during the Parliamentary Joint Committee hearings held to review the Future of Financial Advice (FOFA) bills that the legislation requires significant ...
The Government may be talking the talk with respect to simplifying superannuation, but according to Liz Westover its actions on excess concessional contributions suggest ...
An almost inevitable consequence of the Commonwealth Bank's acquisition of Count Financial is that some of Count's financial planners have signalled they feel uncomfortab...
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...
Many Australians take a 'she’ll be right' attitude to the risks they may face during their lifetime, but in doing so they run the risk of paying a very high price should ...
Julian Morrison explains why emotional comfort will lose money for investors....
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 ...
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...
Many definitions within life insurance have been subject to drastic changes as time rolled past. However, Col Fullagar notes income-protection cover definition is one of ...
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...
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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...