FOFA

Superannuation

Bendigo enters retail superannuation market

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 appoints Queensland state manager

CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....

People & Products

CommInsure appoints Queensland state manager

CommInsure has appointed Lachlan MacDonald as its state manager for Queensland....

Policy & Regulation

FOFA and its dates need amendment: AFA

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

How financial planners can avoid conflicts of interest

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

Managed accounts come of age

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

Financial planning opportunities amid the challenges

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

ISN offers help to Govt on fine detail of FOFA

The Industry Super Network has welcomed the second tranche of FOFA and offered help to Govt on developing the fine detail....

Policy & Regulation

Financial Ombudsman Service on its own after FOFA introduction

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

A minority of financial planners receive soft-dollar benefits over $300

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

Second FOFA tranche hard on soft dollar

The Government's second tranche of its FOFA legislation has come down hard on shelf space fees, soft dollar and offshore conferences....

Policy & Regulation

Financial Ombudsman Service in the dark after FOFA

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

AFA calls on PM to outline real FOFA agenda

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

FOFA not an end for non-aligned groups

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...