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FINANCIAL PLANNING INDUSTRY
Financial planning
Bridges Financial Services has won its long-running payroll tax dispute with the Western Australian Government, escaping a $500,000 tax bill in a decision that will come ...
Financial planning
Farmers are ill-served by a financial planning industry still based around the pay-as-you-earn mentality, according to the head of a new team of specialist agribusiness p...
Financial planning
The Financial Planning Association (FPA) has given its campaign to raise the quality of financial advice more impetus, announcing the appointment yesterday of a dedicated...
Financial planning
The bar on professional standards in the financial planning industry has once again been raised by tough new rules which seek to eliminate conflicts of interest for advis...
Financial planning
Iris Financial Group has been confirmed as the new name for the breakaway dealer group of 22 RetireInvest planners from Victoria, as flagged by Money Management earlier t...
Financial planning
Consumer complaints against financial planners have fallen dramatically, prompting claims that measures taken to clean up the profession were starting to take hold....
Financial planning
Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...
Financial planning
State Winners of BDM of the Year 2005...
Financial planning
Almost a year since the introduction of the Financial Services Reform, the majority of financial advisers still believe that sorting out practice management issues will b...
Financial planning
Bendigo-based financial planner George Flack has risen above a range of other high profile candidates to win the Money Management Financial Planner of the Year award for ...
Financial planning
Advisers and dealer groups who flout the new industry code of practice on soft dollar payments may be publicly ‘outed’ by the financial planning association (FPA)....
Financial planning
The Financial Planning Association (FPA) has signalled it will continue with its push to clean up the profession and raise the standard of advice provided by financial pl...
Financial planning
Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....
Financial planning
Advisers who are concerned about potential conflicts of interests in their businesses will have access to a new resource, thanks to the launch of a new course by a financ...
Financial planning
Independent dealer group Count Financial has announced it will scrap an incentive program that rewards its planners for placing funds into preferred platforms, even thoug...
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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?...