IFSA
Financial planning
A recent Investment and Financial Services Association (IFSA) industry forum heard compelling evidence as to why product rationalisation is an issue that will increasingl...
Financial planning
The FPA’s Principles on Conflicts of Interest have been refined into four statements following feedback from its membership....
Financial planning
The establishment of the Commonwealth’s Future Fund, along with the ongoing implementation of the Federal Government’s Retirement Incomes Policy, has earned Federal Treas...
Financial planning
The unprecedented influence that the Financial Planning Association’s (FPA’s) chief executive Kerrie Kelly has had over the financial planning profession in the last 12 m...
Financial planning
IFSA has welcomed a decision by the International Investment Funds Association to adopt a statement of principles recognising the important role of investment funds in gl...
Financial planning
Consumers will soon be able to choose their own super fund, but that doesn’t mean they should let their life insurance run through to the keeper. Ross Kelly reports....
Financial planning
Labelled the ‘fathers’ of term allocated pensions, Richard Gilbert and David Shirlow teamed up to revolutionise retirement incomes....
Financial planning
AMP Financial Services managing director Craig Dunn and Colonial First State chief executive John Pearce have been promoted to the roles of chair and deputy chair of the ...
Financial planning
Last week financial planners were given the first solid indication of what they will have to pay to comply with looming anti-money laundering legislation....
Superannuation
The gentle rumble that was self-managed super has grown into a resounding roar over the last few years. I guess it’s for all the right reasons – a sense of control, the p...
Financial planning
The financial services industry says the Federal Government went a long way yesterday to arresting fears that any proposed anti-money laundering legislation would heap un...
Financial planning
Positive investor sentiment towards advisers has increased over the past 12 months, accompanied by a marked improvement in sentiment toward managed investments, according...
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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...