FOFA

Financial planning

Praemium signs TAL as underlying insurer for new offering

Platform provider Praemium has launched a new insurance offering through its SMARTwrap and V-Wrap platforms, signing TAL as the underlying insurer....

Financial planning

Michelle Woodgate named BDM of the Year

Asgard's Michelle Woodgate has been named Money Management BDM of the Year....

Policy & Regulation

Further FOFA consultation needed

The Federal Government needs to go further in removing uncertainty and clarifying key settings around its Future of Financial Advice (FOFA) proposals, according to senior...

Policy & Regulation

HUB24 responds to FOFA with service restructure

Platform provider HUB24 has restructured its investment service in response to the Government's proposed Future of Financial Advice (FOFA) reforms, becoming another playe...

Financial planning

FPA calls for clearer definition of platforms

The Financial Planning Association (FPA) has indicated it will open discussions with Treasury about whether some platforms should be regarded as pure administration tools...

Policy & Regulation

FOFA could be blocked, says Cormann

The Federal Opposition will be well placed to block the Government's proposed Future of Financial Advice (FOFA) reforms passing through the Parliament next year, accordin...

Financial planning

Entertainment expenses in the spotlight

The happy days of all-expenses-paid trips and free tickets to the country's top events will end should certain Future of Financial Advice reforms relating to soft dollar ...

Policy & Regulation

FOFA debate hurting investor sentiment

The unbalanced discussion about the proposed Future of Financial Advice reforms could be a large contributor to poor investor sentiment, which keeps pushing managed fund ...

Policy & Regulation

FPA claims FOFA creates double standard

The Financial Planning Association (FPA) has called on the Federal Government to reconsider its proposed ban on life insurance commissions within superannuation, saying i...

Financial planning

Synchron lambasts industry funds

Synchron has lashed out at the Government, the industry funds and what it sees as the 'socialist' agenda behind the Future of Financial Advice (FOFA) reforms....

Tools & guides

Fiduciary duty - best interests or best advice?

What does ';best interests' advice mean for financial advisers? Pam Roberts reports....

Editorial

FOFA: Bring it on

While people are generally reluctant to embrace change, the more proficient financial advisers will adjust swiftly to their new landscape following proposed FOFA amendmen...

Editorial

The Federal Govt broke it, now it should fix it

When you discover, more than two years after the event, that you’ve stuffed up a policy initiative, such as Stronger Super, you really owe it to the electorate to f...

Policy & Regulation

Disclosure still not addressed in FOFA

The FOFA reforms are a good start but do not go far enough to address the potential lack of disclosure regarding institutional and industry fund planners, according to th...

Financial planning

Platforms to help manage advice cost: CFS

As the needs of dealer groups and financial planners change in the wake of the evolving Future of Financial Advice (FOFA) reforms, platform enhancements will play a signi...