FINANCIAL PLANNING INDUSTRY
Financial planning
The Industry Super Network has grudgingly acknowledged the FPA's plan to transition away from commissions-based advice but argues that more is needed....
Financial planning
Research conducted by CoreData shows that Australian financial planners have lost approximately 215,000 clients over the past 12 months. But perhaps even more disturbing ...
Financial planning
Newspaper reports suggest the Government will use the forthcoming Federal Budget to act to prevent financial planners from charging commissions on advice relating to the ...
Financial planning
A Queensland-based financial planner has made a submission to the parliamentary inquiry into financial services and banking practices in which he calls for stricter defin...
Financial planning
Professional Investment Services (PIS) chief executive Robbie Bennetts has emphasised the value of advice from financial planners, criticising scare campaigns from indust...
Editorial
The Australian financial planning industry has a problem: levels of litigation relating to financial advice are rising and the reputation of the industry stands to be ser...
Life/Risk
An Australian insurance broker believes dealer groups could reduce their insurance costs by using discretionary trusts to insure day-to-day claims....
Editorial
A mere six months ago, the common wisdom among financial planners was that most clients would be best advised not cashing out their investments lest they miss the inevita...
Financial planning
Challenging economic environment fails to dampen demand for CFP program places, according to FPA....
Financial planning
New research confirms a one-size-fits-all remuneration model is not suited to the financial planning industry and that an hourly rate regime can promote inefficiency....
Editorial
So the Australian Securities and Investments Commission (ASIC) intends to conduct another financial planning shadow shopping exercise some time after June 30, this year –...
Financial planning
Moves to plug the awareness gap about financial planning among university students....
Financial planning
ASIC has used its statement on Storm Financial to a recent parliamentary hearing to warn that its interest in Storm is likely to have far reaching implications for the of...
Editorial
Forget the fact that Storm Financial clients were paying hefty upfront fees, the collapse of the company represents a catalyst for the Federal Government to act on the qu...
Editorial
MIKE TAYLOR knows times are tough in the financial planning industry when publicly-listed dealer groups such as Count Financial and Australian Wealth Management report pr...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...