FUTURE OF FINANCIAL ADVICE
Financial planning
Gold Coast financial planning practice Wealth Vision has achieved much of what the Future of Financial Advice reforms are designed to achieve: greater access to affordabl...
Financial planning
The Federal Treasury appears to have left open the question of a statutory compensation scheme covering financial planners, with a review due for completion in January st...
Superannuation
The Government has stopped short of imposing retirement solutions stemming from super, although it may place pressure on advisers to address the risks retirees face in th...
Financial planning
MLC has launched a new program called Pathway to Advice Excellence to help prospective financial planners start out in the industry....
Financial planning
Financial advice issues are still a significant factors in complaints handled by the Financial Ombudsman Service....
Financial planning
Former High Court judge and patron of the SPAA, Sir Anthony Mason, believes intra-fund advice should be subject to the same fiduciary duty obligations as full advice....
Financial planning
The Association of Financial Advisers (AFA) has announced a plan that will see its Fellow Chartered Financial Practitioner (FchFP) designation positioned into a pathway t...
Financial planning
Not many financial planners and dealer groups have thought enough about the practical implications of fiduciary duty on the actual advice process and systems, says the ma...
Financial planning
A new lobby group has pulled together all the anti-planner commission forces: ISN, ACTU, Choice and others....
Financial planning
The large institutions are keen competitors in the buoyant market for client books, and they are using the same client books to seed new financial planning practices....
Editorial
Rather that focusing exclusively on the Future of Financial Advice reforms, the Government needs to clear up all the outstanding policy issues in financial services, writ...
Editorial
When even municipal councils were subjected to multi-million dollar losses through the global financial crisis, Mike Taylor writes that the Government has few options oth...
Financial planning
Financial planning job numbers jumped 21 per cent in January 2011 compared to January 2010, while they were notably up from seasonal lows in December, according to eJobs ...
Editorial
With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...
Financial planning
The underlying product thresholds defining retail and wholesale investments are set to double as the Government canvasses new rules....
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MARKET INSIGHTS
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...