financial planning industry

Financial planning

Great Southern takes out PI cover for planners

Leading agribusiness group Great Southern Plantations has taken out a special professional indemnity (PI) insurance policy to cover financial planners wanting to recommen...

Financial planning

Advisers hit PS 146 off-ramp

Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...

Financial planning

ASIC pushes for all cards on the table

FINANCIAL Planners could be forced to show in Product Disclosure Statements (PDSs) all the fees and commissions they receive from selling funds management products under ...

Financial planning

CPAs to take pathways to planning

CPA Australia is clearing the way for its members to go down the path to financial planning in releasing a CD-Rom designed to give accountants a leg-up into the advice in...

Financial planning

When Money Management was under Madden

When I was handed the job of editing Money Management in the early days of 1995, the then publisher David Koch joked about my appointment to dozens of industry luminaries...

Financial planning

You’re biased, advisers told

AN ALLIANCE of high-net-worth investors has launched a stinging criticism of the quality of the financial advice they receive and accused financial planners of being tain...

Financial planning

Old advisers never die…except when its time to go back to school

There is a saying that old advisers never die, they just re-write their life insurance policies....

Financial planning

Advisers can chisel away at fee structure

Only those living under a rock can claim unfamiliarity with the dismal financial predictions for today’s workers....

Financial planning

Designations are also about consumers

IT IS easy to see both sides of the argument in what could quickly escalate into a full blown legal dispute between the Financial Planning Association (FPA) and the Assoc...

Financial planning

Johnston burns bridges to go it alone

Financial planning executive Ross Johnston has left dealer group Bridges to embark on a new venture as an independent consultant....

Financial planning

Breaking out of the back-office

At what point should a financial planning business consider outsourcing back-office functions and when is the right time to do it? FIONA MOORE reports on the telltale sig...

Financial planning

Is retiring as safe as houses?

Old Stan Pendergast had a stack of fibro down the back past the chook shed, and each time one of his seven children arrived, he picked up a few sheets and added another b...

Financial planning

National planning standards gather pace

Australia is playing a leading role among 16 other countries associated with the International Organization for Standards (ISO) in developing an international standard fr...

Financial planning

FPA pushes for legislation to end PI crisis

The Financial Planning Association (FPA) wants to see legislation for a national professional standards act put in place to solve the current professional indemnity (PI) ...

Financial planning

MLC lets down its guard on Amazon

MLC HAS entered the ‘show and tell’ phase of its three year $200 million Amazon project designed to build a strategic advice platform and to make MLC a business and outso...