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FINANCIAL PLANNING
Policy & Regulation
Minister for Finance, Senator Mathias Cormann, claims industry funds had a vested commercial interest in resisting the Government’s FOFA changes....
Policy & Regulation
The Federal Government has moved to impose much of its FOFA changes by almost immediate regulation but with significant tightening around conflicted remuneration....
Financial planning
Planners working with high net worth clients need to be across their full financial picture to avoid losing control according to the head of a family office advice busine...
Financial planning
Financial planning business broker predicts the industry will split into two sectors with non-aligned groups dominating the holistic, high touch advice space....
Policy & Regulation
Finance Minister, Senator Mathias Cormann claims critics of the Government’s FOFA changes have fallen short on offering viable alternatives....
Financial planning
The rapid expansion of the Big Four banks and AMP into financial planning could see them seize an 80 per cent stake in the advice market, research suggests. ...
Financial planning
Mortgage Choice signs up 30th planner as it seeks to reposition its brand with the intention of growing to 60 planners by June, 2015...
Financial planning
The BFP claims a structural flaw has allowed banks, insurers and super funds to dress up product sales as advice....
Financial planning
Restoring the reputation of financial planners could depend on a co-regulatory model, where the industry sets and monitors its own scrupulous standards, the FPA says. ...
Financial planning
ASIC admits it targeted the big planning groups for shadow shopping because it thought it would make the most impact....
Editorial
Providing regulatory backing for the separation of product sales from advice should be welcomed by the broader financial planning community....
Financial planning
ASIC chairman, Greg Medcraft admits ambiguity led to CommFP client compensation failures, but claims the bank was not “upfront”....
Financial planning
The Association of Financial Advisers (AFA) and foundation award partner Zurich have launched the inaugural advice practice of the year award....
Editorial
Mike Taylor writes that the board of the Commonwealth Bank must be wondering how it was possible for the controversy around Commonwealth Financial Planning to get worse....
Financial planning
Acute skill shortages in the wealth management sector have given planners the leverage they need to demand higher salaries, a survey has revealed. ...
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MARKET INSIGHTS
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...