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PAUL HARDING-DAVIS
Features
As Mike Taylor takes his leave from Money Management, he reflects upon the well-intentioned 2001 legislation which proved to have so many adverse, unintended consequences...
Financial planning
The Corporations Act still dictates that the sale of a product remains integral to the definition of financial advice and regulating around that fact is like trying bang ...
Financial planning
Wholesale clients should have the financial capability and knowledge necessary to rely on professional indemnity insurance rather than accessing the proposed new compensa...
Financial planning
Will the Government initiate an independent review of the legislation and regulation around financial planning based on the findings of the current Australian Securities ...
Financial planning
With AMP Capital representing the jewel in the crown of AMP Limited, what will the bidders for the business have in mind for AMP’s financial planning business?...
Financial planning
Financial planning licensees are urging a highly cautious approach on their planners because of the continuing uncertainty around the Financial Adviser Standards and Ethi...
Features
Mike Taylor writes that the Financial Planning Association may well have identified a key element of the future of the financial advice industry but no one should overloo...
Financial planning
Both advisers and their clients are opting for telephone and screen-based consultations amid growing fears around transmission of the coronavirus....
Financial planning
Rising authorised representative costs might make it more sensible for independent financial advisers with relatively low turnovers to consider becoming salaried planners...
Features
Mike Taylor writes that the Australian financial advice industry is embarking on a transition which will be completed in 2024 with the result that it will be very differe...
Financial planning
Former dealer group chief executive, Paul Harding-Davis has questioned whether it is possible to separate product from advice when the underlying legislation actually tie...
Financial planning
A former dealer group head and current investment committee chairman believes the Royal Commission and the regulators have failed to identify the practices of some platfo...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...