financial planners

Editorial

Government and financial planners face FOFA stalemate

The Government's pursuit of its FOFA reforms has degenerated into trench warfare, with the financial planning industry 'digging in' to fight the changes. ...

Policy & Regulation

Shorten asked to 'please explain' on FOFA

The Association of Financial Advisers has demanded the Government explain the actual benefits of the Future of Financial Advice (FOFA) proposals....

Superannuation

Half of clients want new advice: SuperSavvy

A company linked to SuperRatings has claimed up to 50 per cent of people using a planner want new advice....

Policy & Regulation

Planners resigned to FOFA

Many financial planners have already decided that the legislation that emerges from the Government's Future of Financial Advice (FOFA) changes will be unacceptable and ru...

Financial planning

Fixed interest comes in from the cold

As the dust settles on the post-GFC world, Janine Mace discovers that the previously mundane world of fixed interest investments is now in vogue. ...

Editorial

FOFA's air of inevitability

Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...

Editorial

Hoping for the best from FOFA but expecting the worst

Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...

Policy & Regulation

Poll: FOFA - opportunities or threats?

Let us know how FOFA will affect your business - the opportunities and threats....

Financial planning

Wealthsure takes on Seagrims advisers

Dealer group Wealthsure will take on a number of financial planners from suspended financial planning firm Seagrims as authorised representatives, and provide advice to t...

Policy & Regulation

OnePath program to help advisers through FOFA

OnePath has launched a program called FutureReady, which is aimed at preparing advisers for the post-Future of Financial Advice (FOFA) environment....

Superannuation

Retirement dilemma already confronting Gens X and Y

Generations X and Y may need to be bolder in their investment choices to ensure a comfortable retirement....

Policy & Regulation

Strong backing for FOFA legal challenge

A Money Management survey has confirmed strong backing for a legal challenge to FOFA....

Financial planning

Terms and conditions of entry

Terms and conditions of entry....

Editorial

Multi-manager funds: adjusting to the post-GFC status quo

The global financial crisis has resulted in a change in the way multi-manager funds operate. Benjamin Levy explains why many funds are struggling to adapt to the new real...

Financial planning

Shorten not convinced of negative opt-in impact

Financial Services Minister Bill Shorten has told financial planners they haven't managed to convince him the introduction of a two-year opt-in requirement would "beat th...