FOFA
Editorial
The Government's FOFA legislation will undoubtedly change some of the relationships which exist between planners and their clients but, as Sonnie Bailey writes, underlyin...
Financial planning
Neither financial advisers nor investors have been particularly interested in structured products over the past few years and the sector has significantly shrunk since th...
Editorial
Something became very clear when Money Management recently conducted a roundtable focusing on the Future of Financial Advice (FOFA) legislation tabled in the Parliament e...
Editorial
While many in the financial planning industry support the broad, original thrust of the Future of Financial Advice changes, Mike Taylor writes that the manner of their in...
Financial planning
The industry needs to turn its lobbying focus back towards educating consumers about the dangers of underinsurance, according to CommInsure's Tim Browne....
Financial planning
The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...
Superannuation
The Opposition is not trying to wage a war against industry superannuation funds, but the FOFA bill has to be fair across the entire industry, said Shadow Minister for Fi...
Financial planning
Key regulators have admitted that deliberate financial services fraud is hard to stop with or without regulatory changes....
Policy & Regulation
The financial planning industry needs to remove all perceived conflicts of interest before it can be seen as a trusted profession, according to chartered accountant and f...
Financial planning
The ISN has used an ASIC report that found around 90 per cent of income of the top 20 licensees is paid by product providers to reiterate calls for key elements of the FO...
Financial planning
Opt-in and best-interest reforms are a waste of time and a cost burden, according to Alexis Compliance and Risk Solutions director Christina Kalantzis....
Financial planning
The Government must remove a number of structural, regulatory and political issues that must be resolved before the $1.3 trillion in superannuation saving can be utilised...
Superannuation
Assistant Treasurer Bill Shorten has been accused of protecting industry superannuation funds and handing them an edge in the provision of financial advice....
Policy & Regulation
A Money Management roundtable reveals consensus around rising cost of FOFA and the influence of Industry Super Network....
Policy & Regulation
The Federal Opposition claims the Government's FOFA bill breaches its own best practice with respect to regulatory impact....
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MARKET INSIGHTS
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...