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FINANCIAL PLANNING INDUSTRY
Financial planning
AMP's Steve Helmich explains what it means to be a professional financial planner and the value of professionalism for planners and their clients....
Life/Risk
A global insurance report points to Australia's regulatory compulsion around issues such as professional indemnity as a driver for growth....
Editorial
The trouble with APES 230 is that it goes much further than FOFA, with a prohibition on commissions and the elimination of asset-based fee arrangements....
Financial planning
Madison Financial Group is rolling out a compliance framework that uses estate planning as a context for the best interests duty....
Editorial
While FOFA and a number of other factors have seen many planners moving under the umbrellas of the major banks and institutions, the independent financial advice sector i...
Financial planning
Participants of a Money Management roundtable agree there are too many part-time financial planners living off large books of trailing commissions....
Financial planning
For those unable to commit to the full-time 10-week program, AMP has launched a part-time paid financial planning training course to provide individuals with a flexible p...
Editorial
The approach ASIC has signaled it will adopt to scaled advice and the best interests duty is a welcome development for financial planning industry....
Financial planning
John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....
Financial planning
Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....
Financial planning
Australia's three professional accounting bodies are in danger of losing members heavily engaged in the financial planning industry over new standards being proposed by t...
Financial planning
Calls for independent inquiry into Australian financial system to redress undue influence of major banks....
Financial planning
ASIC said it is currently unable to provide clarity on some key licensee concerns....
Editorial
Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...
Editorial
Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...