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FINANCIAL PLANNERS
Financial planning
The Government's final outline of its Future of Financial Advice proposals has raised as many questions as it has answered, with participants in a <i>Money Management</i>...
Financial planning
Gwen Fletcher AM has been awarded Money Management's inaugural Lifetime Achievement Award for her steadfast dedication and outstanding stewardship in developing and promo...
Financial planning
Asgard's Michelle Woodgate has been named Money Management BDM of the Year....
Financial planning
The reverse mortgage market is returning to 2008 levels, but financial planners are missing in action, according to Senior Australians Equity Release Association (SEQUAL)...
Policy & Regulation
The Federal Opposition will be well placed to block the Government's proposed Future of Financial Advice (FOFA) reforms passing through the Parliament next year, accordin...
Financial planning
When misconduct from within the financial services industry leads to investor loss and hardship, investors are often unaware of existing avenues of redress and do not pur...
Editorial
Fund managers remain divided regarding the merits of alternatives, with some financial planners ignoring the sector entirely, writes Benjamin Levy....
Tools & guides
What does ';best interests' advice mean for financial advisers? Pam Roberts reports....
Editorial
Frequent changes in the law mean compliance issues can often be a legal minefield. Here, lawyers David Court, Sonnie Bailey and Kathryn Wardrobe answer three frequently a...
Financial planning
As the needs of dealer groups and financial planners change in the wake of the evolving Future of Financial Advice (FOFA) reforms, platform enhancements will play a signi...
Financial planning
The Government has established a framework that would allow fiduciary duty to be circumvented by some financial planners, according to the Boutique Financial Planning Pri...
Policy & Regulation
More than 90 per cent of financial planners responding to a Money Management survey believe that the Government's current Future of Financial Advice (FOFA) changes will h...
Editorial
With the Government having released its FOFA proposals, Rick Cosier writes that financial planners have fallen victim to a range of blatant misconceptions that need to be...
Financial planning
Platform providers will have an ideal opportunity to manage and run the opt-in requirement on behalf of financial planners, once the Government's Future of Financial Advi...
Superannuation
An industry expert says financial planners need to rethink the way they advise retiring clients to better meet their changing attitudes to risk and address their need for...
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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...