financial planning industry

Editorial

The Financial Planning Association has canvassed the possibility of a professional association regulating the industry alongside ASIC but, as Mike Taylor writes, many wil...

Financial planning

Call for financial planner passport scheme

The Commonwealth Bank is calling for the introduction of a financial planner passport scheme, similar to the one operating in the United States. ...

Editorial

ASIC’s wait and see approach draws fire

Does ASIC really only act when complaints about particular schemes or issues “reach tsunami level”? ...

Editorial

FPA/Cbus deal signals a new approach for planning industry

Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...

Financial planning

ASIC needs to better engage with industry

ASIC is trailing other industry bodies when it comes to relevance and engagement with advisers, a financial planning group believes. ...

Editorial

ASIC set to crackdown on financial planner payments

There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...

Editorial

Where ASIC fears to tread?

ASIC arguably chose a poor strategy when it sought to reassure consumers about its inaction on matters relating to the Reserve Bank of Australia-related companies, Secure...

Financial planning

Grandfathering still in limbo

Planners remain immobile as they await Treasury clarity on grandfathering. ...

Financial planning

BT launches female adviser network

BT Financial Group has made a further push to attract female advisers with the launch of the Stella Network....

Editorial

Researching research houses

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

Financial planning

Expert panel to debate PI

With obtaining and maintaining professional indemnity insurance cover one of the key challenges confronting planners, Money Management and Lawyers Weekly have combined to...

Editorial

Practical, not political fixes required

Money Management congratulates the Coalition Liberal and National Parties on their convincing win at the 7 September Federal Election. However, in doing so, this publicat...

Financial planning

War of words between accountants and planners out of date

Professions working off old stereotypes need to look to future co-operation...

Editorial

When the legal pot calls you black

There is more than a little hypocrisy in calls by law firms for people to avoid using bank financial planners, given the reality that the commercial practices pursued by ...

Financial planning

Sound advice worth paying for

A soundly-based adviser/client relationship offering real value will ultimately withstand clients’ disappointment with negative fluctuations on the share market, writes R...