FINANCIAL SERVICES REFORM
Financial planning
There has only been a slight increase in the overall number of financial planners in the past 12 months, and most growth now appears to be coming from the self-employed s...
Financial planning
Proposed changes that could shorten the length of disclosure documents and bring much needed relief from burdensome Statement of Advice (SOA) requirements have been endor...
Financial planning
Demand for both financial planners and paraplanners continues to increase, with the introduction of choice of fund driving the recruitment of salaried advisers, according...
Financial planning
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
Financial planning
Australia’s international reputation has been damaged by poor implementation of Financial Services Reform (FSR), with many other countries now actively looking to avoid m...
Financial planning
The 10 largest dealer groups in Australia added 475 advisers during the year to March 31, maintaining their share of advisers in the Top 100 dealer groups at 50 per cent,...
Funds management
The Financial Planning Association is sticking to its position that real estate agents should be regulated by a separate regime that picks up the best elements of Financi...
Financial planning
CPA Australia has made a number of recommendations designed to restrict statements of advice to ten pages, including production of an industry-wide booklet containing gen...
Financial planning
The demand for qualified financial planners has increased dramatically in the last 12 months, according to the latest Australasian Banking Salary Survey by Hays....
Financial planning
Today’s risk advisers are having a tough time replacing themselves. There are no hard figures to prove numbers are dwindling, but most in the industry accept there is a p...
Financial planning
This week Money Management welcomes industry veteran RAY GRIFFIN to its stable of regular columnists. A former FPA chairman and Money Management Financial Planner of the ...
Superannuation
Web Abstract long compulsory...
Financial planning
Claiming to have no knowledge of the existence of Financial Services Reform, applying for a financial services license just days before the new regime was due to kick in ...
Financial planning
The paperwork burden of financial advisers was lightened late yesterday by the corporate watchdog, who gave advisers the OK to produce Financial Services Guides more tail...
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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...