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Financial planning
The majority of financial advisers believe RG 146 is an inadequate minimum entry standard and that a tertiary qualification requirement should be introduced, according to...
Accounting
Two years after the launch of Lonsdale Financial Group’s Catalyst for Financial Planners (CFFP) program, the group has developed a new stream that extends to accoun...
Accounting
Two years after the launch of Lonsdale Financial Group's Catalyst for Financial Planners (CFFP) program, the group has developed a new stream that extends to accountants....
Financial planning
Sceptics who claimed the industry would not embrace another wrap platform in the market have been proven wrong, according to Praemium Group chief executive officer Arthur...
Editorial
The move to fee for service will force many advisers to reassess the value they offer clients, and to re-evaluate the needs of each individual, writes Ray Griffin....
Editorial
There is much to recommend in the proposal by the international Financial Planning Standards Board to push for global regulatory and legislative restrictions on the use o...
Financial planning
Potential financial planning clients are giving up because they can’t get appointments to see advisers....
Financial planning
The Commonwealth Bank of Australia has tightened its lending criteria for financial planning businesses....
Financial planning
The Financial Planning Association has warned financial planners that, like physicians, they have an ethical obligation to consider whether professional intervention is w...
Financial planning
If there were well known stories about the value of advice, the political battles that the financial planning industry faces might be easier, according to Financial Wisdo...
Superannuation
The number of SMSFs borrowing to invest has more than doubled in the past two years, with property by far the most popular geared investment for trustees....
Editorial
Financial planners may be upset with the major institutions for failing to counteract the negative campaign by the industry super funds, but now the focus must be on the ...
Financial planning
Changes to the way the financial services industry operates are keeping the master trust and platform sector on its toes, says Janine Mace....
Financial planning
Despite the significant changes taking place in the financial planning sector, masterfunds continue to dominate the financial services industry, something that is unlikel...
Financial planning
A survey commissioned and paid for by the Australian Taxation Office has revealed the degree to which the Government blundered by tinkering with the superannuation rules ...
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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...