FOFA
Financial planning
The independents in the House of Representatives have become the target of lobbying efforts on the part of the financial planning industry....
Editorial
The Assistant Treasurer, Bill Shorten, faces the prospect of some serious horse-trading in both houses of Parliament to get the financial advice 'opt in' legislation pass...
Editorial
DKN Financial Group has announced steady half-year results, reporting a net profit after tax (NPAT) of $3.73 million, which is 3 per cent short of its NPAT for the corres...
Financial planning
If the shift to a fee-for-service model does come into play next year as part of the Government’s Future of Financial Advice (FOFA) reforms, it is expected that lis...
Editorial
Another round of research aimed at defining the attitudes of financial planners appears to have confirmed the existence of a generational divide on some of the key questi...
Policy & Regulation
The Government has good intentions with the Future of Financial Advice (FOFA) reforms, but the advice industry needs to make sure history is not repeated, according to th...
Superannuation
Representatives of some financial planning industry bodies have expressed anger over the lack of planner representation on the newly formed Stronger Super Peak Consultati...
Financial planning
An online petition addressed to the Minster for Financial Services and Superannuation, Bill Shorten, is calling for ‘opt in’ to be scrapped....
Editorial
Ashleigh McIntyre examines current remuneration packages and CEO salaries in the financial services sector....
Editorial
Rather that focusing exclusively on the Future of Financial Advice reforms, the Government needs to clear up all the outstanding policy issues in financial services, writ...
Editorial
When even municipal councils were subjected to multi-million dollar losses through the global financial crisis, Mike Taylor writes that the Government has few options oth...
Financial planning
Although most advisers are working to improve the public image of the advice industry, the next generation is in a better position to do so....
Editorial
With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...
Policy & Regulation
One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...
Financial planning
Institutions may claim that product biases in buyer of last resort (BOLR) agreements have been removed, but grandfathering arrangements have meant that, up to five years ...
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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...