FUTURE OF FINANCIAL ADVICE
Superannuation
The Federal Government has been accused of taking a "backward and capricious step" by altering the tax settings on superannuation in the forthcoming Federal Budget....
Financial planning
The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...
Policy & Regulation
The Future of Financial Advice reforms may have passed through the House of Representatives but there is plenty of unknown detail causing concern to the major association...
Policy & Regulation
Investment Trends' 2011 Planning Software Report has indicated developers tended to consolidate existing functionality in response to FOFA and the GFC in 2011, rather tha...
Financial planning
Australia's current financial markets' regulatory structure gives it an advantage compared to the byzantine structures in other markets, according to Nick Sherry....
Financial planning
Stephen Bartholomew proposes financial advisers take the Future of Financial Advice reforms into their own hands....
Financial planning
Money Management's new iPad edition is out now, bringing you our best in news, features and commentary, as well as loads of exclusive content....
Editorial
There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....
Financial planning
Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....
Financial planning
The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...
Editorial
A document purporting to be the outline of an agreement on FOFA struck between the Financial Planning Association and the Industry Super Network caused furore in the indu...
Policy & Regulation
While the financial services industry has welcomed the delayed implementation of the FOFA reforms, the eleventh-hour nature of the decision has cost the big institutions ...
Financial planning
The Self-Managed Super Fund Professionals' Association of Australia has called for higher levels of competency in the provision of financial advice following recent damni...
Superannuation
Blended families create unique challenges and need a new approach when planning super death benefits, according to two SPAA advisers....
Financial planning
The ownership of financial planners by product manufacturers creates one of the main barriers to improving the quality of advice in Australia, according to ASIC....
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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...