FINANCIAL PLANNING INDUSTRY
Financial planning
The apparent eruption of a financial planning distribution turf war in the immediate aftermath of the acquisition of Count Financial by the Commonwealth Bank has led to w...
Financial planning
The code of conduct carve-out to opt-in requirements has led to questions over what happens when there is a disparity between the approach of licensees and the obligation...
Policy & Regulation
The Federal Opposition believes some segments of the financial planning industry got 'sold a dummy' on the manner in which approved industry codes of conduct would 'obvia...
Financial planning
Direct sales of financial products and the use of social media for business purposes have grown to become bigger factors than FOFA for financial advisory practices, accor...
Funds management
The founder of Count Financial, Barry Lambert, has been awarded Money Management’s Lifetime Achievement Award for 2012....
Financial planning
Financial planners have welcomed St John report recommendations suggesting product issuers accept greater responsibility. ...
Financial planning
A recent newspaper advertisement that equates financial planning with the sale of financial products misunderstands the role of advisers, says AFA chief executive Richard...
Editorial
If the financial planning industry has learnt one lesson from the FOFA process, it is the vital importance of political activism, writes Mike Taylor....
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
Financial planning
Financial advisers seeking more independence in providing a broader range of products and services need to take a pragmatic approach when making the decision to switch li...
Editorial
In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...
Editorial
Financial planners should take heart that the Industry Super Network appears to have changed the 'messaging' contained in its television advertising....
Policy & Regulation
The financial services industry may be obliged to dig deeper to fund the implementation of the Government's Future of Financial Advice changes as well as its Stronger Sup...
Editorial
Some of the players might not approve of the way in which the FOFA bills will ultimately be shaped but, as Mike Taylor reports, a Money Management roundtable has conclude...
Editorial
A document purporting to be the outline of an agreement on FOFA struck between the Financial Planning Association and the Industry Super Network caused furore in the indu...
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MARKET INSIGHTS
Podcast
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...