FOFA

Rate the raters

Rate the Raters 2011

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

Narrow focus limits broader FOFA vision

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

Financial advice shared makes for protection doubled

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

Investor sentiment due for a cold snap

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 restructures senior executive ranks

ANZ Wealth has announced a significant restructure of its executive ranks giving rise to a recruitment drive....

Policy & Regulation

Disclose pay-for-ratings in FOFA: van Eyk

Van Eyk has called for a requirement for the pay-for-ratings research model to be disclosed within the Government's FOFA reforms....

Superannuation

Planners fear SMSF collectibles burden

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

Professionalism rests on industry's shoulders: Spiers

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

FOFA balance is right, says Shorten

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

Technology won't solve opt-in problem

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

Guardian partners with AFA

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

Chan & Naylor question FOFA outcomes

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

Industry lashes potential opt-in penalties

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

Industry lashes potential opt-in penalties

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

ASIC researching the researchers

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...