financial planners

Accounting

FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....

Policy & Regulation

Gearing instalments’ FOFA impact

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

Editorial

Separating the chaff from the wheat

ASIC was right when it issued a warning to financial services licensees to ensure they have “robust recruitment processes” in place when appointing people who have previo...

Policy & Regulation

Govt so far unmoving on TASA extension

Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....

Funds management

Pointed campaign had wide appeal

The campaign by Colonial First State (CFS) to promote its reputation as a leading investment house with specialist capabilities using 'The Investment Specialist Series’ h...

Financial planning

Gen Ys wary of much-needed advice

A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....

Funds management

BT Life BDM gets the award

BT Life's Michael Baragwanath has been named this year’s Money Management BDM of the Year. ...

Superannuation

Industry welcomes budget without drastic changes

Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...

Financial planning

FPA writes to Govt on TASA extension

The inclusion of specific funding for the Tax Practitioners Board sees the FPA writing to the Government for another extension....

Funds management

Equities get easy run compared with structured products

Structured products such as derivatives have yet to recover from recent market impacts with the sector having been reduced from $4 billion to $1 billion in recent years d...

Superannuation

FPA calls for policy certainty

The FPA is hoping for minimal change around super taxes in this evening’s Budget. ...

Funds management

Planners overlook growth potential of emerging markets

Bad news and poor perception mask opportunities for returns from emerging markets...

Editorial

Growing on merit – not by compulsion

An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...