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FOFA
Financial planning
The regulators should ensure that non-institutionally aligned dealer groups remain competitive so that advice is not dominated by the banks and industry funds, according ...
Financial planning
Financial advice issues are still a significant factors in complaints handled by the Financial Ombudsman Service....
Editorial
The new lobbying group AusFIN may present a united front for consumer groups and the industry super funds, but Mike Taylor writes that a closer look at its members reveal...
Editorial
With the Gillard Government believed certain to impose client 'opt in' arrangements on financial planners, Mike Taylor writes that some serious questions are being asked ...
Policy & Regulation
Academic claims ASIC got fiduciary duty wrong and really meant ‘best interests’....
Financial planning
Former High Court judge and patron of the SPAA, Sir Anthony Mason, believes intra-fund advice should be subject to the same fiduciary duty obligations as full advice....
Financial planning
Superannuation funds find it difficult to communicate with members on an opt-in basis....
Financial planning
A Money Management survey has suggested the cost of opt-in will not be cheap and it will be carried by clients....
Financial planning
The consequences of breaching fiduciary duty under the Government’s Future of Financial Advice (FOFA) reforms could be much steeper than first thought, with the pos...
Financial planning
Industry Super Network uses more research to pressure Govt on annual opt in....
Financial planning
Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....
Superannuation
Expanded intra-fund advice would not compromise the quality of financial advice Australians receive because it is governed by the same rules and regulations as other advi...
Financial planning
The FSC has proposed a three-year renewal framework, which would allow consumers to opt out and cease payments at any time, as an alternative to the opt in proposals....
Financial planning
The Industry Super Network has commissioned a poll it claims proves its point on annual opt in....
Policy & Regulation
The principles of the Future of Financial Advice (FOFA) reforms should be extended across a broader range of financial services roles and products, and not just stop at f...
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Podcast
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...