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FINANCIAL PLANNING ADVICE
Financial planning
The new AFA president said it would not match resources with anti-advice groups but focus on member and consumer engagement....
Financial planning
Financial services group Spring FG says it will never be pursuing a dealer group model again after a “bitter experience” with a rogue licensee last year. ...
Financial planning
Financial planners who act as gatekeepers for clients are working towards their retirement date having missed the next growth area of financial advice....
Financial planning
Higher standards is the mantra but have planners dragged the chain on lifting them? ...
Financial planning
As the financial planning industry grapples with how to institute new professional and education standards, Jason Spits examines what mind-set and attitudes new entrants ...
Financial planning
A new statutory body should control education and professional standards according to FSC, however it may sideline professional associations seeking self-regulation....
Financial planning
Integration between advice and mortgage broking has reintroduced conflicted remuneration banned under FOFA with the move labelled a ‘deliberate’ exploitation of a legisla...
Superannuation
People’s Choice Credit Union will develop a self-managed superannuation fund (SMSF) offering and enhance its current superannuation product range in an effort to expand i...
Superannuation
ISA claims it supports non-conflicted financial planning advice and its position on non-conflicted superannuation puts it on the same side of popular opinion...
The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....
Top 100
Charter Financial Planning and Dover Financial Advisers have been named Dealer Groups of the Year based on data gathered as part of the Money Management Top 100 Dealer Gr...
Superannuation
The referral arrangement between Cbus and FPA will move onto a permanent footing after agreement to roll out the program nation-wide....
Accounting
The results of the FSI’s interim report emphasises the need for tax deductions those who pay for financial advice, the Institute of Public Accountants claims....
Financial planning
Former CBA CEO Ralph Norris was aware of some of the problems relating to financial planning advice...
Policy & Regulation
AIOFP has called on the Federal Government to reintroduce an ownership disclosure regime and for the equal prosecution of executives who have overseen poor advice....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....