financial advice

Editorial

FOFA reforms raise more questions than answers

The Federal Government may have handed down its Future of Financial Advice (FOFA) proposals but that has not served to end uncertainty in the financial services industry....

Financial planning

Michelle Woodgate named BDM of the Year

Asgard's Michelle Woodgate has been named Money Management BDM of the Year....

Policy & Regulation

FOFA's unintended consequences

Money Management roundtable participants warn of unintended consequences of FOFA changes....

Policy & Regulation

HUB24 responds to FOFA with service restructure

Platform provider HUB24 has restructured its investment service in response to the Government's proposed Future of Financial Advice (FOFA) reforms, becoming another playe...

Policy & Regulation

FOFA could be blocked, says Cormann

The Federal Opposition will be well placed to block the Government's proposed Future of Financial Advice (FOFA) reforms passing through the Parliament next year, accordin...

Financial planning

Entertainment expenses in the spotlight

The happy days of all-expenses-paid trips and free tickets to the country's top events will end should certain Future of Financial Advice reforms relating to soft dollar ...

Policy & Regulation

FOFA debate hurting investor sentiment

The unbalanced discussion about the proposed Future of Financial Advice reforms could be a large contributor to poor investor sentiment, which keeps pushing managed fund ...

Financial planning

Synchron lambasts industry funds

Synchron has lashed out at the Government, the industry funds and what it sees as the 'socialist' agenda behind the Future of Financial Advice (FOFA) reforms....

Editorial

FOFA: Bring it on

While people are generally reluctant to embrace change, the more proficient financial advisers will adjust swiftly to their new landscape following proposed FOFA amendmen...

Editorial

Navigating the compliance minefield

Frequent changes in the law mean compliance issues can often be a legal minefield. Here, lawyers David Court, Sonnie Bailey and Kathryn Wardrobe answer three frequently a...

Policy & Regulation

Disclosure still not addressed in FOFA

The FOFA reforms are a good start but do not go far enough to address the potential lack of disclosure regarding institutional and industry fund planners, according to th...

Financial planning

Simple advice could improve member engagement

Low-cost, simple financial advice should be incorporated into MySuper and the costs bundled along with overall superannuation costs, according to Mercer....

Financial planning

Platforms to help manage advice cost: CFS

As the needs of dealer groups and financial planners change in the wake of the evolving Future of Financial Advice (FOFA) reforms, platform enhancements will play a signi...

Financial planning

Insto planners to avoid fiduciary duty

The Government has established a framework that would allow fiduciary duty to be circumvented by some financial planners, according to the Boutique Financial Planning Pri...