money management

Policy & Regulation

Many financial planners have already decided that the legislation that emerges from the Government's Future of Financial Advice (FOFA) changes will be unacceptable and ru...

Editorial

FOFA's air of inevitability

Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...

Editorial

Hoping for the best from FOFA but expecting the worst

Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...

Superannuation

Risk commission ban 'poor policy'

The Federal Government's decision to ban commissions on all life and risk products within superannuation will only serve to add another layer of complexity and confusion,...

Policy & Regulation

Poll: FOFA - opportunities or threats?

Let us know how FOFA will affect your business - the opportunities and threats....

Financial planning

Wealthsure takes on Seagrims advisers

Dealer group Wealthsure will take on a number of financial planners from suspended financial planning firm Seagrims as authorised representatives, and provide advice to t...

Policy & Regulation

Strong backing for FOFA legal challenge

A Money Management survey has confirmed strong backing for a legal challenge to FOFA....

Financial planning

Count wants more value for DKN

Count Financial executive chairman Barry Lambert thinks IOOF should further sweeten its offer for DKN....

Financial planning

Planners remain focused on sales

Sales remains a dominant factor in financial planning recruitment, according to both recruitment experts and research undertaken by Money Management into the core criteri...

Policy & Regulation

Valuations head down on FOFA worries

The policy uncertainty surrounding the Federal Government's proposed Future of Financial Advice changes appear to have contributed to wiping up to 15 per cent off the val...

Financial planning

Terms and conditions of entry

Terms and conditions of entry....

Editorial

Claims management fees - achieving the right balance

In the second part of his article on claims management fees, Col Fullagar considers fee-based remuneration models and their impact on claims management....

Policy & Regulation

Legally challenge FOFA, says planning principal

Victorian practice principal Brian Handley says FOFA must be subjected to legal challenge....

Policy & Regulation

Reader survey on FOFA challenge

Please complete our short survey on what readers think of a legal challenge to FOFA....

Financial planning

AXA reps happy to stay - for now

Although MLC has been open in its plans to target AXA-aligned planning firms that may be disenchanted following the bank's merger with AMP, many of those businesses say t...