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Financial planning
Changes to the delivery of intra-fund financial advice preclude recommendations to consolidate superannuation accounts or move from one fund to another, but still fall sh...
Editorial
As 2011 draws to a close, it is worth reflecting upon what a challenging year it has been for Australian financial services generally and financial planners in particular...
Financial planning
The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....
Financial planning
The number of students in Certified Financial Planner (CFP) aligned courses more than doubled in 2011 and the industry is now viewing graduate entrants more favourably, a...
Policy & Regulation
The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....
Financial planning
Despite ongoing lobbying by financial planners, there exists no certainty that key independents Rob Oakeshott and Andrew Wilkie will support key FOFA amendments....
Financial planning
The Assistant Treasurer and Minister for Financial Services, Bill Shorten, says the Financial Planning Association has been the most influential financial planning body i...
Financial planning
With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...
Editorial
Much attention has been directed towards the manner in which a Parliamentary Joint Committee will handle the Government's Future of Financial Advice legislation but, as M...
Editorial
Some tough questions have been asked about the Industry Super Network's (ISN's) long-running television advertising in recent weeks - a number of times in the Federal Par...
Superannuation
The financial planning industry has welcomed the Government's proposal to raise the superannuation guarantee from 9 per cent to 12 per cent....
Policy & Regulation
Financial planners have renewed their lobbying efforts on FOFA - but the key independents are playing their cards very close to the chests....
Financial planning
Financial advisers have reacted angrily to continuing attacks on the industry by compensation lawyers who blame financial planners for negative market performance and enc...
Editorial
Something became very clear when Money Management recently conducted a roundtable focusing on the Future of Financial Advice (FOFA) legislation tabled in the Parliament e...
Editorial
While many in the financial planning industry support the broad, original thrust of the Future of Financial Advice changes, Mike Taylor writes that the manner of their in...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...