financial planning industry

Financial planning

Count Financial’s David Lane expresses concern at the undisclosed nature of payments used to lure planners....

Financial planning

Practice values likely to remain in decline

Seaview Consulting predicts financial planning practice values will remain in decline with supply outstripping demand....

Financial planning

Planners expect too much, say researchers

Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...

Editorial

A pendulum swings both ways

Industry Super Network CEO David Whiteley has made an appeal to financial advisers to give FOFA a chance to work before rushing to have the reforms amended. ...

Rate the raters

The blame game continues

If a product receives a glowing review by a research house and subsequently fails, should the research house be partly responsible? The Parliamentary Joint Committee rece...

Editorial

No substitute for face-to-face

While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...

Financial planning

Most planners still not FOFA-ready

An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....

Financial planning

National Seniors slams planners over AFS

Lobby group National Seniors has called on ASIC to ramp up planner regulation as AFS Group investors face investment losses due to lapsed PI insurance policies....

Accounting

Accountants quoted up to $6K for limited AR

Accountants looking to gain authorised representative status under the new limited licensing regime are being quoted figures of between $4000 and $6000 a year for the pri...

Editorial

Don’t move – or I’ll shoot your commissions

The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...

Financial planning

Grandfathering in limbo until post-election

Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...

Financial planning

FOFA questions continue to trouble planners

The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

Accounting

Expect influx of accountants to planning

Count Financial chief executive David Lane predicts influx of accountants to swell the ranks of planners. ...

Financial planning

ASIC claims ‘long-standing’ concerns on planning

ASIC claims it had concerns about the quality of financial advice being delivered in Australia before the collapse of Storm and the Commonwealth FP enforceable undertakin...

Editorial

Can Rice Warner’s research for ISN stand the test of time?

While Rice Warner riled the financial planning industry with its latest research work on behalf of Industry Super Network, history will be the judge of the validity of it...