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Financial planning
The Financial Planning Association has criticised CHOICE’s partnership with the Big Bank Switch campaign, calling it hypocritical....
Superannuation
Super funds providing scaled advice to their members may soon be required to play by the same rules as the rest of the financial planning sector, as the corporate regulat...
Editorial
The Financial Planning Association (FPA) has finally called a spade a spade. It has accused the Industry Super Network (ISN) of using its political influence and the Futu...
Financial planning
Research used by the Industry Super Network (ISN) to support its advocacy of opt-in requirements has been panned by sections of the financial planning industry....
Policy & Regulation
Financial planners are set to maintain their lobbying against the Government's FOFA proposals....
Financial planning
The Financial Planning Association (FPA) chief executive, Mark Rantall, has pointed to the fact that many industry fund planners are members of the FPA....
Financial planning
The FPA has accused the ISN of conducting a politically motivated campaign to drive competition out of the planning industry....
Policy & Regulation
Many financial planners have already decided that the legislation that emerges from the Government's Future of Financial Advice (FOFA) changes will be unacceptable and ru...
Editorial
Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...
Editorial
Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...
Editorial
Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....
Financial planning
AMP has launched a financial planning-focused 'university challenge' aimed at giving university students greater access to the financial planning profession....
Financial planning
Education has become a buzzword in the financial services industry. Angela Faherty takes a look at what the industry is doing to improve standards. ...
Financial planning
While the soft dollar spotlight has been firmly shone on all-expenses paid trips and lavish gifts given to financial advisers, the Treasury's proposed ban on these paymen...
Financial planning
Suncorp-owned dealer group Guardian Financial Planning has formed a partnership with the Association of Financial Advisers (AFA), joining the AFA's Licensee Partnership P...
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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...