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....

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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...

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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...

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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...

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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...

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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...

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Financial planning

An online petition addressed to the Minster for Financial Services and Superannuation, Bill Shorten, is calling for ‘opt in’ to be scrapped....

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Editorial

Ashleigh McIntyre examines current remuneration packages and CEO salaries in the financial services sector....

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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...

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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...

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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....

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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...

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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 ...

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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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MARKET INSIGHTS

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