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...

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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 ...

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Policy & Regulation

Academic claims ASIC got fiduciary duty wrong and really meant ‘best interests’....

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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....

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Financial planning

Superannuation funds find it difficult to communicate with members on an opt-in basis....

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Financial planning

A Money Management survey has suggested the cost of opt-in will not be cheap and it will be carried by clients....

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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...

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Financial planning

Industry Super Network uses more research to pressure Govt on annual opt in....

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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...

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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....

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Financial planning

The Industry Super Network has commissioned a poll it claims proves its point on annual opt in....

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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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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 7 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 13 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 11 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 14 hours ago