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FINANCIAL PLANNING INDUSTRY
Financial planning
ASIC has flagged a crack-down on breach reporting with particular emphasis on high risk licensees with poor cultures....
Financial planning
Ethics classes for financial planners should be fundamental to the new education standards, with self-regulation a near impossible benchmark for the profession, two indus...
Life/Risk
The insurance industry has been allowed to “morph” itself into a financial advice profession blind-sided by hidden agendas, according to accounting firm, Chan and Naylor....
Editorial
The major institutions are right to take the lead on lifting educational standards in the financial planning space....
Editorial
While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...
Superannuation
ISA claims it supports non-conflicted financial planning advice and its position on non-conflicted superannuation puts it on the same side of popular opinion...
Financial planning
The financial planning industry has illustrated “inappropriate levels of quality” going back more than a decade, ASIC said....
Editorial
Mike Taylor writes that Financial Services Council chief executive, John Brogden used his last annual conference address to point to how little the big issues have change...
Editorial
Given a decade of generally bad publicity for the financial planning sector, it is a wonder that planner numbers have not seriously declined....
Editorial
Money Management’s 2014 Top 100 Dealer Group research has revealed an industry which has changed substantially since 2007/08 and might be on the cusp of further change. ...
Editorial
The financial planning industry has undergone some momentous changes in the last few years and it’s critical the planners respond to the changing environment at the same ...
Editorial
Mike Taylor writes that the financial planning industry must lobby the Palmer United Party to defend hard-won FOFA gains. ...
Editorial
The misdeeds which occurred within Commonwealth Financial Planning have become a stalking horse for those seeking to prevent any amendments to FOFA....
Editorial
Andy Schmulow argues that the controvesy surrounding ASIC and its handling of the Commonwealth Bank have seriously damaged the financial planning industry and left few pe...
Editorial
As scathing as the Senate Committee’s report into ASIC’s handling of the Commonwealth Financial Planning enforceable undertaking may have been, the answer does not lie in...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...