FOFA
Superannuation
Bendigo Wealth is targeting fee-for-service independent financial advisers (IFAs) with the launch of a low-cost, 'true-to-label' superannuation product called SmartStart ...
People & Products
CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....
People & Products
CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....
Policy & Regulation
Detail is still missing from recently announced draft Future of Financial Advice reforms, and the 2012 implementation dates for some changes are too soon for industry par...
Editorial
Samantha Hills provides tips for financial planners on how to manage and avoid conflicts of interest when dealing with clients, ahead of the proposed FOFA changes....
Editorial
Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...
Financial planning
Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...
Policy & Regulation
The Industry Super Network has welcomed the second tranche of FOFA and offered help to Govt on developing the fine detail....
Policy & Regulation
When the "best interests" duties contained in the Future of Financial Advice (FOFA) reforms become law, the lack of a legal precedent will see the Financial Ombudsman Ser...
Financial planning
Almost half of financial planners have received soft dollar benefits from businesses other than their dealer group, but only 7 per cent were given incentives valued over ...
Policy & Regulation
The Government's second tranche of its FOFA legislation has come down hard on shelf space fees, soft dollar and offshore conferences....
Policy & Regulation
FOS to swim in dark after FOFA; Planners unaware of research house business models; Claim-time help a good value proposition and more. 7 days of news in under 4 minutes. ...
Policy & Regulation
Prime Minister Julia Gillard's strong support for the Industry Super Network on opt-in has prompted calls by the AFA for a declaration of the Government's real agenda....
Policy & Regulation
Independent dealer groups can still thrive in the post-Future of Financial Advice environment given the right structure, according to the Australian Financial Services (A...
Financial planning
Prime Minister Julia Gillard pays tribute to Industry Super Network (ISN) for 'opt-in'....
Never miss the latest news and developments in wealth management industry
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...