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Financial planning
The Parliamentary Joint Committee has been told that the absence of tax deductibility with respect to fee-for-service advice is creating a market distortion....
Financial planning
IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...
Financial planning
The Financial Services Reform Act has created an industry bogged down in paperwork and regulations, with the effect of driving advisers into the arms of product providers...
Editorial
Is the financial services industry ready to embrace a different regulatory model in circumstances where ASIC has not lived up to the expectations of some? Mike Taylor rep...
Editorial
Two interesting and welcome events occurred in the financial planning industry last week – the Financial Planning Association (FPA) agreed with the Association of Financi...
Financial planning
Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...
Financial planning
The Industry Super Network has slammed the degree to which the banks and major institutions dominate financial planning and suggested commissions were a root cause of the...
Financial planning
ANZ admits some failures on Opes Prime and Storm, but wants the professionalisation of the financial planning industry....
Financial planning
QInvest submission argues that advisers are at cross-roads and that they cannot serve two masters....
Financial planning
The Ideas Centre will help AFA members to build, manage and protect not only the wealth of their clients but also the value of their own businesses....
Financial planning
One of Australia's largest financial planning dealer groups has told a parliamentary inquiry that there are "clear deficiencies" in ASIC's licensing process, while low ed...
Financial planning
The Institute of Actuaries has suggested that planners be required to give clients a mandatory stress test to ensure they are aware of their risk exposures....
Financial planning
A round-table of industry chief executives has backed calls for ASIC's intra-fund advice relief to be extended to financial planners....
Financial planning
The Financial Planning Association (FPA) has renovated its Code of Professional Practice for the first time in years, bringing several of the FPA's codes and standards un...
Financial planning
A submission by Professional Investment Services to a parliamentary inquiry has pointed to the use of investment platforms as one way of mitigating potential conflicts of...
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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...