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FINANCIAL PLANNING INDUSTRY
Financial planning
Empowerment of credit unions and building societies may prove advantageous to planners....
Editorial
Whatever ASIC says about its inaction over the collapse of Storm Financial, the FOFA reforms will not prevent history repeating itself, writes Mike Taylor....
Financial planning
The possibility of a single professional association arose during several sessions at the Financial Planning Association (FPA) national conference, one of which included ...
Financial planning
Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of this year's Money Management Financial Planner of th...
Editorial
Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....
Financial planning
Form filling too often supplants personality in financial planning....
Financial planning
The majority of financial advisers believe RG 146 is an inadequate minimum entry standard and that a tertiary qualification requirement should be introduced, according to...
Financial planning
The financial planning industry presents an opportunity for better client segmentation, a greater understanding of client needs and then building tailored services around...
Funds management
Fairfax media declares it will be using its media assets to help grow its funds management play....
Editorial
Recent comments by Assistant Treasurer and Minister for Financial Services Bill Shorten have brought the Government's willingness to consult with the industry about FOFA ...
Financial planning
Provisio’s Cameron O’Sullivan has argued that ‘short-termism’ represents a major problem in dealing with proposed opt-in arrangements....
Financial planning
Provisio's Cameron O'Sullivan has argued that 'short-termism' represents a major problem in dealing with proposed opt-in arrangements....
Editorial
There is much to recommend in the proposal by the international Financial Planning Standards Board to push for global regulatory and legislative restrictions on the use o...
Editorial
As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at stake than just home loan interest rates....
Financial planning
The introduction of a statutory fiduciary duty for advisers could see the financial services industry return to the agent and broker models of its roots....
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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?...