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Financial planning
Australia's financial services watchdog has just handed down its vi-sion of how wrap accounts should be regulated. ...
Financial planning
1. Name: Suzanne Sutherland Smith ...
Financial planning
Respected financial planner Ray Griffin has been named as the next chairman of the Financial Planning Association....
Financial planning
The Financial Planning Association (FPA) has called on the Federal Government to provide advisers with capital gains tax exemptions while the industry adjusts to the new ...
Financial planning
The FPA's code of ethics and rules of professional conduct have gone a long way towards meeting some of the reforms in CLERP 6, says Fi-nancial Services Minister Joe Hock...
Financial planning
Recent articles in the pages of Money Management have helped to chronicle the monumental shifts that are shaping the future of the Australian financial services industry....
Financial planning
I read with interest Bill O'Sullivan & Debbie Thomson's letter to the editor (Money Management, May 27) and their experience in their dealing with both the FPA and the AS...
Financial planning
It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...
Financial planning
After reading the Under Siege article (<I>Money Management, April 1), </I>we were compelled to write and detail our dealings with both the Financial Planning Association...
Financial planning
Financial Planners are increasing their lead over accountants in the bid to win the hearts and minds of the investing public, according to a new report....
Policy & Regulation
The tax office may soon end the freeze on tax liabilities on 7000 as-sessments for tax-effective schemes, according to tax commissioner Michael Carmody. Unless scheme pro...
Financial planning
The FPA has objected to the high financial criteria proposed by ASIC for licence holders of wrap accounts. ...
Financial planning
The Financial Planning Association (FPA) has thrown its weight behind the CLERP 6 reforms, but still has concerns over some of the detail....
Financial planning
The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) are in discussions with a view to merging their external complaints ...
Financial planning
How much of your time is spent advising on risk products? Do you outsource?...
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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...