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FINANCIAL PLANNING
Financial planning
IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...
Financial planning
Planners are increasingly spurning buyer of last resort (BOLR) offers from their own dealer groups for higher-multiple offers in the marketplace, while only 25 per cent o...
Editorial
Prime Financial Group has posted a 55 per cent fall in net profit after tax for the 2009 full year, partly as a result of a 30 per cent fall in financial planning recurri...
Financial planning
The Financial Planning Association has formerly rejected a claim in a submission to the Parliamentary Joint Committee on Corporations and Financial Services that membersh...
Financial planning
Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...
Editorial
As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...
Editorial
The Federal Government's tinkering with superannuation in the May Federal Budget and a rash of reviews have served to undermine confidence. ...
Financial planning
ROBERT KEAVNEY assesses the IFSA Charter on superannuation, and concludes it will lead to a fundamental change in corporate superannuation advice....
Financial planning
The Financial Planning Association (FPA) has renovated its Code of Professional Practice for the first time in years, bringing several of the FPA's codes and standards un...
Top 100
AMAL AWAD examines how dealer group performance and planner numbers have held up over the past year in the face of a global financial crisis....
Top 100
MIKE TAYLOR reports on the winners of the Money Management/CoreData Dealer Group of the Year 2009....
Top 100
More financial planners than ever work under a dealer group model – and groups that have experienced a dip in planner numbers plan to reverse that trend....
Editorial
In light of recent events, it is timely to reflect on who the Investment and Financial Services Association is actually representing....
Editorial
It says something about the health of the Australian financial planning industry that Money Management’s 2009 Top 100 Dealer Groups survey has revealed that despite the i...
Financial planning
The removal of payments such as volume rebates will see many of Australia's largest dealer groups collapse, unless they restructure to offer their own products or run int...
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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...