FOFA

Financial planning

Platform providers have closed the gap in their service offerings through innovative approaches to model portfolios and client portfolio management tools, according to th...

Policy & Regulation

Count changes business model in response to FOFA

Count Financial will apply to become the investor-directed portfolio services operator and registrable superannuation entity with respect to its strategic platform offeri...

Superannuation

Technology to combat industry fund advice

Financial planners have been told they can use rapid advice technology to combat the efforts of industry funds....

Financial planning

Count to apply for second AFSL

Count will apply for second AFSL and aim to become the IDPS operator and RSE with respect to its strategic platform offerings in response to the banning of volume-related...

Financial planning

Planner sentiment heading down

Sentiment among Australian financial advisers appeared to be heading down even before last week's Government announcement about the Future of Financial Advice changes....

Financial planning

Risk practices retain value

Risk insurance financial planning practices will continue to be highly valued despite the Government's Future of Financial Advice (FOFA) announcement of a prospective ban...

Policy & Regulation

Tell us how you feel about FOFA

Money Management wants to know how you feel about the proposed FOFA changes....

Editorial

End of the 'phony war' on FOFA

With the Government’s release of its Future of Financial Advice proposals, Mike Taylor writes that the financial planning industry now has a tangible target at whic...

Life/Risk

Risk insurance: understanding underinsurance

The recent natural disasters have highlighted the importance of insurance but, as Janine Mace discovers, the industry has a lot to do to tackle the underinsurance issue....

Editorial

Clients need to come before financial planning reform

Despite the current emphasis on FOFA, Ian Knox explains why it is that clients, not reform, should come first....

Financial planning

Industry gains one, loses one

The financial planning industry loses almost as many advisers as it gains each year, which explains the slow growth in adviser numbers over the past decade, according to ...

Superannuation

May Budget to ring in super changes

The Federal Government is expected to announce a number of key changes in the May Budget aimed at overcoming what are regarded as unintended consequences around the so-ca...

Superannuation

Tax risk from ban on super risk commissions

The Government has been warned of both cost and tax implications from banning all risk commissions within superannuation....

Policy & Regulation

Risk commission ban key area of FOFA concern

A ban on risk commissions within superannuation has been one of the main areas of concern resulting from the Government's FOFA package....

Editorial

Financial planners' reform fatigue

Financial planners could be forgiven for suffering reform fatigue - and the release, last week, of Richard St John's consultation paper, Review of compensation arrangemen...