Planners who help clients set up self managed superannuation funds must also tackle the issue of who will be the trustee. Ben Smythe examines how an external third party ...
In his first year at the helm of the Financial Planning Association (FPA), Ken Breakspear’s focus has been both on the home front as well as on the big picture issues. ...
Integration is a win for all stakeholders...
The Financial Planning Association (FPA) has not ruled out a possible increase in membership fees in line with its proposal to modify the association’s membership structu...
Competiton in the compliance and training arena has heated up with the announcement that Assessment Education Services will roll out its online compliance, assessment and...
Coming to grips with the Financial Services Reform (FSR) Act is crucial for those providing education within financial services according to Australian Securities and Inv...
APIR, the group responsible for providing codes for managed funds, has scored a major coup with the announcement that the Association of Financial Advisers had signed up ...
SyRes, the company developed by a number of dealer groups involved with master trust provider Symetry, has released two further services for the back office....
Saxby Bridge Financial Planning has had its securities dealer license stripped and one of its investment advisers banned for five years following the latest crackdown on ...
It is a pretty unusual occurrence to find a financial planner with nothing to do. It seems these days that if a planner does not have towering piles of paper work precari...
Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...
Financial services training group the Australian Institute of Financial Services (AIFS) has been bought by business publisher and information group CCH Australia (CCH) fo...
The Financial Planning Association’s National Compliance Committee and Professional Standards National Advisory Committee chairman James Doogue will step down from the po...
Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...
The introduction of new privacy rules in December still holds uncertainty for parts of the industry, as ground rules are yet to be laid. Mike Taylor looks at the effects ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...