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FINANCIAL PLANNING INDUSTRY
Financial planning
With the surge of online technologies reducing face-to-face time at a rapid pace, financial planners must make sure the push towards efficiency doesn’t come at the cost o...
Editorial
The Government’s amendments to the FOFA legislation seemed capable of creating some loopholes around commissions but, as Mike Taylor writes, the major planning organisati...
Editorial
Based on recent media coverage, it would be easy to believe that the Abbott Government was quite recklessly setting about dismantling all the consumer protections contain...
Financial planning
Poor culture in large financial services organisations could be holding women back from leadership roles, industry executives believe....
Editorial
Mike Taylor writes that ASIC chairman Greg Medcraft has laid out how the regulator sees the future of financial planner education – and the challenge will be how the indu...
Financial planning
Financial planning industry veteran Gwen Fletcher passes away aged 94....
Editorial
In case financial planners have not noticed, the Abbott Government’s moves to change FOFA, either by regulation or legislative amendment, has been the subject of a concer...
Editorial
There exists plenty of evidence that the External Dispute Resolution regime and its interplay with PI cover is proving problematic for the financial planning industry. Mi...
Editorial
No one should be surprised by Industry Super Australia CEO David Whiteley's response to the release by the Government of an options-stage Regulatory Impact Statement of i...
Editorial
As the financial planning industry moves into 2014 it does so in the knowledge that the Abbott Government has delivered on its undertakings to address what it regarded as...
Financial planning
Transparency around who is an “aligned” or “non-aligned” adviser deemed vital....
Financial planning
Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...
Financial planning
Kohler-founded Eureka Report obtains an AFSL to deliver buy-and-sell advice....
Editorial
The Coalition signaled early that one of its first priorities if it won Government at the 2013 Federal Election would be 'Son of Wallis' – essentially an update of the Fi...
Editorial
The financial services industry has spent much of the past six years dealing with legislative and regulatory change and, as Mike Taylor writes, the forthcoming Financial ...
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Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...