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FOFA
Rate the raters
In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....
Editorial
A strong line of argument is being pursued by sections of the financial planning industry that the Government has been focusing its Future of Financial Advice (FOFA) chan...
Editorial
Tim Browne shares his views and presents some case histories as he surveys the much-debated topic of banning commissions for risk insurance within superannuation. ...
Editorial
With market economists pointing to the existence of a ‘wall of worry’ built on bad economic news out of Europe and the US, Mike Taylor writes that advisers will need to g...
Financial planning
ANZ Wealth has announced a significant restructure of its executive ranks giving rise to a recruitment drive....
Policy & Regulation
Van Eyk has called for a requirement for the pay-for-ratings research model to be disclosed within the Government's FOFA reforms....
Superannuation
Advisers anticipate an increased administrative burden due to proposed changes around the administration of artworks and collectibles in SMSFs, and are likely to increase...
Financial planning
The push to achieve professionalism in financial planning needs to go beyond planners to include all participants in the industry, according to general manager of advice ...
Policy & Regulation
The Assistant Treasurer, Bill Shorten, has claimed the balance of FOFA is right and has urged the financial services industry to support a super guarantee increase based ...
Financial planning
Despite a number of software developers and platform providers flagging plans to introduce opt-in facilities, the financial planning community claims automating the proce...
Financial planning
Suncorp-owned dealer group Guardian Financial Planning has formed a partnership with the Association of Financial Advisers (AFA), joining the AFA's Licensee Partnership P...
Policy & Regulation
Some changes under the Government's Future of Financial Advice reforms will not have the intended results, unfairly targeting the smaller players and favouring large inst...
Financial planning
The mooted penalties that could apply to breaches of components of the Government's Future of Financial Advice (FOFA) reforms have drawn criticism from across the industr...
Financial planning
The mooted penalties that could apply to breaches of components of the Government's Future of Financial Advice (FOFA) reforms have drawn criticism from across the industr...
Rate the raters
The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...