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FINANCIAL PLANNERS
Policy & Regulation
Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....
Editorial
ASIC was right when it issued a warning to financial services licensees to ensure they have “robust recruitment processes” in place when appointing people who have previo...
Policy & Regulation
Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....
Funds management
The campaign by Colonial First State (CFS) to promote its reputation as a leading investment house with specialist capabilities using 'The Investment Specialist Series’ h...
Financial planning
A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....
Funds management
BT Life's Michael Baragwanath has been named this year’s Money Management BDM of the Year. ...
Superannuation
Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...
Financial planning
The inclusion of specific funding for the Tax Practitioners Board sees the FPA writing to the Government for another extension....
Funds management
Structured products such as derivatives have yet to recover from recent market impacts with the sector having been reduced from $4 billion to $1 billion in recent years d...
Superannuation
The FPA is hoping for minimal change around super taxes in this evening’s Budget. ...
Funds management
Bad news and poor perception mask opportunities for returns from emerging markets...
Editorial
An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...
Superannuation
New white paper points to planning opportunities and a problematic vertically-integrated model....
Superannuation
If the Government’s super tax changes ever make it into law, they are likely to create planning opportunities....
Financial planning
It may have been more than a year since the Industry Super Network (ISN) toned down its television advertising impacting financial planners, but they continue to suffer a...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
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,...