FINANCIAL PLANNING INDUSTRY
Financial planning
Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...
Financial planning
Becoming a true profession will help the financial planning industry get rid of its bad apples, according to Perpetual chief executive Geoff Lloyd....
Superannuation
The same company which produced research claiming FOFA would make advice cheaper is now in the headlines for giving women more super than men....
Financial planning
A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...
Financial planning
While recent media reports have painted a less than flattering picture of its former culture, it is important to recognise that Commonwealth Financial Planning has come a...
Financial planning
There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....
Financial planning
The Financial Planning Association (FPA) has criticised the Tax Practitioners Board (TPB) for its lack of understanding of the financial advice industry structure, highli...
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Financial planning
As we edge closer to 1 July 2013, Fiona Mackenzie encourages practices to look at how fit for FOFA they are and what they can do to become FOFA-ready....
Financial planning
Daily media coverage of the events leading up to the CFP enforceable undertaking generates moves for another Parliamentary inquiry....
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
Editorial
The appeals of the FPA for a further extension of the TASA implementation seemed to be falling on deaf ears, with the Assistant Treasurer, David Bradbury, seeming determi...
Editorial
As the curtain comes down on the current Parliament, financial services players are left to wonder whether the Government should not have just stuck to the script reflect...
Financial planning
The majority report of the PJC clears the way for TASA legislation with the only concession being a transition period....
Financial planning
The financial planning industry is not expecting a bipartisan report from the Parliamentary Joint Committee (PJC) reviewing the Tax Agents Services Act (TASA) legislation...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...