FOFA

Policy & Regulation

Govt urged to provide time and certainty on FOFA and Stronger Super

Superannuation fund trustees have urged the Government to provide more time and certainty for the transition to a Stronger Super and FOFA regime....

Financial planning

AMP university challenge exceeds expectations

A financial planning-focused 'university challenge' announced by AMP in July wrapped up last night, with AMP Horizons director Tim Steele saying the competition had excee...

Financial planning

Financial planners lobbying independents

Angered by the Government's FOFA bill, financial planners have already begun lobbying the key independents in pursuit of crucial amendments....

Policy & Regulation

Canadian insurance guru questions FOFA's intent

Canadian financial planning and life insurance expert Bruce Etherington has compared Australia's current round of Future of Financial Advice (FOFA) reforms to previous ex...

Editorial

Industry super funds stumble on to the secret of success

It is now more than six years' since the industry superannuation funds launched their 'compare the pair' advertising campaign and, as Mike Taylor reports, it appears to h...

Financial planning

Financial adviser annual disclosure fee breaches understandings

The Government's inclusion of an annual disclosure on all financial advisers in its FOFA bills seriously breaches understanding around the legislation....

Financial planning

ISN backs annual fee disclosure imposition

ISN's David Whiteley says imposing an annual fee disclosure requirement on financial planners is a community expectation....

Financial planning

Financial adviser sentiment nosedives

The mood of financial advisers has slid back to levels not seen since the height of the global financial crisis amid ongoing market volatility and concerns about the Gove...

Policy & Regulation

FOFA headed for Parliamentary inquiry

The Federal Opposition will seek to have the Government's Future of Financial Advice (FOFA) bills sent to a Parliamentary inquiry....

Policy & Regulation

FPA rejects changed FOFA bills

The Financial Planning Association has accused the Federal Government of making further amendments to the draft Future of Financial Advice (FOFA) legislation without cond...

Financial planning

Choice to lobby independents on opt-in

Choice has made clear it is lobbying the independents to back opt-in as the FOFA bills hit the Parliament....

Policy & Regulation

We are ready for FOFA, says Financial Ombudsman Service

The Financial Ombudsman Service (FOS) has played down concerns it will have little legal guidance once the Future of Financial Advice 'best interests' duties become law....

Policy & Regulation

van Eyk calls for FOFA research disclosure

Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...

Policy & Regulation

van Eyk calls for FOFA research disclosure

Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...

People & Products

Zenith makes three new appointments following restructure

Zenith Investment Partners has announced the appointment of three new staffers in response to business growth demands and a major internal company restructure....