commissions

Financial planning

Claims financial planning professionalism undermined by BOLR contracts

Amid moves to address perceived conflicts of interest in the financial planning industry, questions have been raised about BOLR arrangements. Meanwhile, recent comments b...

Financial planning

FOFA opt-in figures don't add up for financial planners

Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....

Policy & Regulation

Opt-in removal key to FOFA support

The Federal Government would be likely to garner grudging (but majority) financial planning industry support for its Future of Financial Advice (FOFA) legislation if it w...

Superannuation

Transfer all retail funds to MySuper: Whiteley

ISN chief executive David Whiteley has claimed all retail super fund balances should be transferred to MySuper products from 1 July 2015....

Financial planning

Lonsec out in front of competing researchers

Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...

Editorial

Government's weak hand forces a FOFA bluff

Financial planners have finally been given the details of the Government's FOFA reforms. In an editorial written prior to the release of the reform package Mike Taylor wa...

Financial planning

Reverse mortgages - home is where the equity is

Lack of financial planner interest in reverse mortgages presents one of the major challenges for the equity release sector. John Thomas lists some of the things to consid...

Policy & Regulation

Share your thoughts on FOFA with us

The Federal Government has released the first tranche of its Future of Financial Advice draft legislation. Money Management would like your views on the Government’s appr...

Financial planning

Financial planning groups dig in against opt-in

While the industry funds laud the FOFA legislation, the key financial planning groups maintain their rage against opt-in....

Policy & Regulation

FOFA legislation delivers sour and sweet

The Government has delivered the first draft of its FOFA legislation, confirming the two-year opt-in and a proposed ban on asset-based fees with respect to gearing....

Policy & Regulation

Financial planning confidence takes hit as FOFA looms

The Government's proposed FOFA reforms have delivered a body blow to financial planner confidence with the majority expecting their businesses to be worse off as a result...

Financial planning

Quarantine default funds from TV campaigns - FPA

The FPA has called for a ban on industry funds accessing MySuper and default fund balances to fund television advertising campaigns....

Editorial

The trouble with buy-back in trauma insurance

While the buy-back structure within trauma insurance policies exists to benefit clients, Col Fullagar identifies a series of inconsistencies in how the facility is repres...