FINANCIAL PLANNING INDUSTRY
Financial planning
The financial planning industry is in a state of flux - although arguably, regional planners have it a bit tougher in some areas, such as succession planning, financing a...
Editorial
The sole purpose test has governed the operations of Australian superannuation funds for nearly two decades but, as Mike Taylor reports, it may require some reinterpretat...
Financial planning
The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) has questioned the legitimacy of a television advertising blitz by industry superannu...
Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
Editorial
History suggests the advantages flowing to industry superannuation funds from the Government’s Future of Financial Advice changes may ultimately prove to be a political l...
Superannuation
New research underscores the degree to which planners can leverage off interest in SMSFs....
Financial planning
Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...
Financial planning
As the financial planning industry moves towards a fee-for-service environment, there is a pressing need to ensure clients understand exactly what they are paying for, ac...
Editorial
Non-aligned dealer group executives have long been warning that the new Future of Financial Advice reforms would lead to consolidation in the financial advice market. Geo...
Editorial
Despite some media reports to the contrary, Mike Taylor writes that the top 20 licensees in the financial planning industry emerged in reasonable shape from ASIC’s review...
Editorial
Putting aside the increasingly open question of whether the Gillard Labor Government will remain in power long enough to oversee the implementation of its Future of Finan...
Superannuation
The Government's Stronger Super package imposes opt-out arrangements on consolidation of multiple superannuation accounts....
Financial planning
The Industry Super Network (ISN) has called for "watertight" consumer protection requirements to guard against future financial planning "scandals"....
Financial planning
Rice Warner has responded to criticism from segments of the financial planning industry over its findings that opt-in would cost $11 per client with a clarification over ...
Editorial
The use by Industry Super Network (ISN) of research and surveying organisations to help prosecute its agenda with respect to financial planning represents the transfer of...
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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...