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Financial planning
Many investors will remain ignorant of the soft-dollar payments received by advisers under the new industry Code of Practice for their disclosure, according to the Austra...
Financial planning
The Financial Planning Association has used its latest newsletter to members to make clear that it will be adopting a highly vigilant approach to the new choice of supera...
Editorial
With the recent announcement of new player Virgin Super came a flurry of reaction from the Australian industry. Mike Taylor reports....
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
The Federal Government’s multi-million dollar advertising campaign on superannuation choice has failed to arouse consumers, adding to fears that few will be prepared to c...
Financial planning
The Financial Planning Association has warned that consumers’ retirement savings are being put at risk by misleading advertising in the lead up to choice of fund, and ha...
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 ...
Financial planning
The Financial Planning Association (FPA) has given its campaign to raise the quality of financial advice more impetus, announcing the appointment yesterday of a dedicated...
Financial planning
The bar on professional standards in the financial planning industry has once again been raised by tough new rules which seek to eliminate conflicts of interest for advis...
Financial planning
The Financial Planning Association has struck back at Virgin boss Richard Branson’s attack on financial advisers, accusing the flamboyant English billionaire of “swanning...
Funds management
The Financial Planning Association is calling for real estate agents to operate under a national regulatory regime that it hopes will help put a stop to investors being b...
Financial planning
Financial planners who were paid commissions by the sponsors of now-banned tax effective schemes, and invested money themselves, have had some success in reclaiming penal...
Financial planning
When consultant Pauline Vamos received a copy of the Australian Securities and Investments Commission’s Financial Services Reform Policy Statement 181, she was as much in...
Financial planning
The arrival of the Financial Services Reform Act in March last year engendered mixed feelings among those working in the financial services industry. At the corporate end...
Financial planning
Consumer complaints against financial planners have fallen dramatically, prompting claims that measures taken to clean up the profession were starting to take hold....
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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...