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FINANCIAL PLANNING INDUSTRY
Financial planning
Much as a judge or magistrate has a duty to stay impartial when hearing matters which come before their courts, so too does a Commonwealth regulator....
Policy & Regulation
Minister for Finance, Senator Mathias Cormann, declares the Government is still working to agree more “non-contentious” FOFA refinements....
Editorial
The Australian Labor Party has now made it clear that FOFA is a totem policy issue and that it will not be relenting in resisting any Government changes. ...
Financial planning
FPA’s outgoing chairman, Matthew Rowe, says the FPA won’t seek to defend the indefensible where bad advice is concerned....
Editorial
The men who brought you One Big Switch have now launched Adviser Ratings, but Mike Taylor writes that the devil is in the detail of their disclaimers. ...
Editorial
The reasons for churn in the life/risk arena are long-standing and well-known and insurers need to accept their share of the blame....
Financial planning
News Corporation’s Eureka Report is set to start testing a digital investor engagement solution next month, as talks continue with platform provider, OneVue. ...
Financial planning
The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...
Editorial
If Storm Financial has dogged the reputations of financial planners, Mike Taylor writes that the findings of the Royal Commission into Trade Union Governance and Corrupti...
Editorial
Financial planners gave mixed reactions to reports that a company related to real estate icon, Ray White, would be venturing into the financial planning space but is the ...
Financial planning
Financial planners who act as gatekeepers for clients are working towards their retirement date having missed the next growth area of financial advice....
Editorial
Restoring confidence in the financial advice profession has become a catch cry for institutions recently, but the reality of the proposal is still a way off, Amelia Const...
Financial planning
As the financial planning industry grapples with how to institute new professional and education standards, Jason Spits examines what mind-set and attitudes new entrants ...
Financial planning
Planning and accounting indsutry stalwart, Robert MC Brown, argues that hourly rates and flat/fixed fees are the answer for a planning industry mired in conflicted remune...
Editorial
The concerns expressed by FOS on the renaming of “general advice” overlook the importance of creating a clear separation between advice and product sales....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...