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FINANCIAL PLANNING
Financial planning
The FPA’s Matthew Rowe has questioned the survivability of a number of financial planning organisations....
Accounting
Accountants moving to become licensed have been given a generous run but are failing in high numbers when applying for a licence according to a former ASIC licensing spec...
Financial planning
Listed back office investment services provider, MDS Financial Group, will purchase boutique financial planning group Sequoia Wealth Group (SWG) and rebrand all its entit...
Superannuation
For some financial planners industry superannuation funds are just another product option while for others they represent an unfair playing field and an attack on the adv...
Financial planning
Adviser sentiment has plunged to its lowest level in two years across several measures as the financial advice profession is mired in negative publicity....
Financial planning
Money Management webinar poll reveals planner caution amid economic uncertainty....
Financial planning
Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...
Financial planning
Planners who cannot explain to clients their justification for recommending particular platforms may find themselves in breach of ASIC guidance....
Financial planning
ASIC reinforces signal for licensees to be more discerning when recruiting advisers from failed planning groups....
Financial planning
Financial advisers’ fee structures abet “closet indexing” by fund managers, creating a clear conflict of interest between planners’ earnings and their clients’ best inter...
Financial planning
FOS has reduced its backlog of cases but unpaid determinations have climbed for the third reporting period in a row to a record high....
Financial planning
BT Financial Group affected by changes to Westpac CEO reporting lines....
Editorial
As the financial planning industry proceeds further into 2015 it must accept little or no further change to FOFA but a range of new debates and opportunities....
Editorial
The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...
Financial planning
Consumers would be better served if financial planners and risk advisers were required to hold separate licences, Synchron director, Don Trapnell, believes....
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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....