FINANCIAL PLANNING INDUSTRY

People & Products

Clearview has appointed Chris Robson as its general counsel and company secretary, effective 4 April, 2011....

Editorial

The Minister for Financial Services, Billl Shorten, knows as well as anyone else in the financial services sector that the IFAAA is a minnow. Thus his recent comments mus...

Financial planning

Industry funds launch national print campaign supporting intra-fund advice....

Financial planning

Some volume rebates may survive the Federal Government’s Future of Financial Advice reforms....

Financial planning

The Financial Planning Association (FPA) has invited three delegates from a newly formed group of financial planning academics to be part of its Education Council. The de...

Editorial

With the Gillard Government believed certain to impose client 'opt in' arrangements on financial planners, Mike Taylor writes that some serious questions are being asked ...

Financial planning

A Money Management survey has suggested the cost of opt-in will not be cheap and it will be carried by clients....

Financial planning

The independents in the House of Representatives have become the target of lobbying efforts on the part of the financial planning industry....

Editorial

The Assistant Treasurer, Bill Shorten, faces the prospect of some serious horse-trading in both houses of Parliament to get the financial advice 'opt in' legislation pass...

Financial planning

A new lobby group has pulled together all the anti-planner commission forces: ISN, ACTU, Choice and others....

Editorial

Another round of research aimed at defining the attitudes of financial planners appears to have confirmed the existence of a generational divide on some of the key questi...

Financial planning

The financial planning industry appears to have extracted a workable truce on rules about the provision of tax advice....

Financial planning

Those who are in favour of opt in probably do not run their own business and do not understand the costs of implementation, according to the founder of an online petition...

Superannuation

Representatives of some financial planning industry bodies have expressed anger over the lack of planner representation on the newly formed Stronger Super Peak Consultati...

Superannuation

Planning groups are notable absentees from membership of the peak consultative council formed to oversee the Government’s superannuation changes....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 6 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago
moneymanagement logo