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FINANCIAL PLANNING INDUSTRY
Superannuation
Core elements of the financial planning industry are calling for greater regulatory scrutiny of the contractual arrangements underpinning the multimillion dollar group in...
Financial planning
Retail clients do not give too much thought to the remuneration model their financial planner operates on, but fee for service provides transparency and value, according ...
Financial planning
Amid moves to address perceived conflicts of interest in the financial planning industry, questions have been raised about BOLR arrangements. Meanwhile, recent comments b...
Financial planning
Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....
Financial planning
Rice Warner will present a submission explaining how it arrived at the contentious $11 per client cost of opt-in that was quoted by Financial Services Minister Bill Short...
Editorial
Financial planners have finally been given the details of the Government's FOFA reforms. In an editorial written prior to the release of the reform package Mike Taylor wa...
Financial planning
Lack of financial planner interest in reverse mortgages presents one of the major challenges for the equity release sector. John Thomas lists some of the things to consid...
Financial planning
The FPA has called for a ban on industry funds accessing MySuper and default fund balances to fund television advertising campaigns....
Rate the raters
Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...
Editorial
The financial services industry has celebrated the 20th anniversary of the Superannuation Guarantee and, as Mike Taylor reports, the industry funds have more to celebrate...
Superannuation
The Government's apparent favouritism of industry superannuation funds is attracting increased criticisms from the financial planning industry including, most notably, th...
Financial planning
Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...
Editorial
If Australian financial planner sentiment is to follow the patterns of the past decade, the global markets meltdown experienced in the opening days of August is likely to...
Financial planning
Product manufacturers should be prepared to play a role in weeding out the bad apples who give the financial planning industry a bad name, according to the chief executiv...
Editorial
A recent study has shown that advisers see their client relationship as the primary foundation of their value proposition. Fiona Mackenzie describes the importance of a ...
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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?...