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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....
Editorial
Regulators must infuse personal integrity into provision of financial advice....
Financial planning
What becomes relevant information for financial advice is being influenced by data collector expertise....
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
Submission to the joint parliamentary inquiry claims the buyer of last resort policy is biased towards product providers....
Top 100
More financial planners than ever work under a dealer group model – and groups that have experienced a dip in planner numbers plan to reverse that trend....
Editorial
In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....
Editorial
It says something about the health of the Australian financial planning industry that Money Management’s 2009 Top 100 Dealer Groups survey has revealed that despite the i...
Financial planning
The Financial Planning Association and the Association of Financial Advisers are to join together to push regulatory reform of the financial services industry....
Financial planning
Clients are generally far better informed about the markets and their investments than before the onset of the global financial crisis, according to Alan Harrison, chief ...
Superannuation
Industry super funds offer superannuants many of the benefits of self-managed superannuation funds, without their downsides, according to Industry Funds Financial Plannin...
Financial planning
Legislation is required to ensure consumers can distinguish between planners providing 'independent strategy-driven advice' and those providing 'product sales-driven advi...
Life/Risk
Failure of high profile companies testing guidelines to the limit; questions as to whether PI insurers will continue to provide insurance to planners....
Editorial
Dispensations granted to superannuation funds with respect to intra-fund advice are what many had hoped for but they carry the risk of reputational damage if things go wr...
Financial planning
Low-cost advice is a good thing, writes JO-ANNE BLOCH, but some aspects of the new intra-fund advice rules just don’t make sense from a policy, enforcement or delivery p...
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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...