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FINANCIAL PLANNING INDUSTRY
Policy & Regulation
Finance Minister, Mathias Cormann, claims the Opposition’s efforts to create a further Senate inquiry into the planning industry is political opportunism at work....
Policy & Regulation
Reports suggest the Labor Opposition will move to establish another Senate Committee inquiry into financial planning....
Editorial
The Government may have moved to “rebalance” FOFA, but bipartisanship remains a forlorn hope....
Editorial
The financial planning industry suffered substantial collateral damage as a result of the collapse of Storm Financial but, as Mike Taylor reports, last week’s Senate Comm...
Editorial
The Government may have moved to “rebalance” FOFA, but bipartisanship remains a forlorn hope....
Policy & Regulation
Industry Super Australia has called on the Senate to disallow the Government’s FOFA regulatory changes claiming they will see a return to the bad old days....
Financial planning
The future of the Seante Committee report into the performance of ASIC resides with the Government which is already signalling a cautious approach....
Editorial
Providing regulatory backing for the separation of product sales from advice should be welcomed by the broader financial planning community....
Funds management
The role of a business development manager (BDM) was not even in Greg Bird's thoughts until 2011, when he was approached by Lifeplan Funds Management for the Victoria/Tas...
Editorial
When Money Management’s sister publication, Super Review, conducted a Post-Retirement and Ageing Forum in Sydney, it served to underline why the superannuation sector nee...
Editorial
While both Treasury officials and economic commentators have strongly criticised the cost of superannuation tax concessions, Mike Taylor writes that one of the men who he...
Editorial
Mike Taylor writes that ASIC is right to pursue managers with just as much vigour as it pursues financial planners when things go wrong. ...
Editorial
Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...
Financial planning
The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...
Financial planning
New research confirms superannuation has been the driver for financial services growth and that financial planners still suffer from negative perceptions....
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MARKET INSIGHTS
Podcast
Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...
WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...
I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...