FINANCIAL PLANNING

Financial planning

This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...

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Financial planning

ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...

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Editorial

The financial planning industry understands that time is running out to extract key amendments to the FOFA bills and, as Mike Taylor writes, the industry has distilled it...

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Policy & Regulation

The FPA and AFA will continue to press for amendments to FOFA despite the 12-month implementation period....

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Policy & Regulation

All focus has turned to Opposition amendments and the attitude of the independents as Parliament prepares to debate the FOFA bills....

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Policy & Regulation

The absence of key independent Bob Katter emerges as a concern as the FOFA bills loom for debate....

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Editorial

Mike Taylor writes that the dissenting reports produced within the Parliamentary Joint Committee reviewing the FOFA bills will ensure the key points are thoroughly debate...

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Financial planning

Financial planners need to act now to put their clients' end-of-year tax strategies into place, according to OnePath head of technical sales strategy Andrew Lowe....

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Financial planning

Mental accounting can help financial planners harmonise their client’s money by acting as their financial conductors, writes Barry Wyatt....

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Policy & Regulation

Financial planners may well be resistant to the Government's two-year opt-in, but many are already putting in place the paperwork necessary to establish the arrangement w...

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Editorial

There are several reasons why many financial planners avoid recommending industry super funds. Cameron Darrow outlines a few....

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Financial planning

With little new business being written, most financial planning practices are reluctant to take on new staff - but there are still opportunities out there for recent grad...

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Policy & Regulation

Financial planning industry awaits announcements from Financial Services Minister, Bill Shorten, while lobbying around FOFA amendments intensifies....

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Financial planning

Mason Stevens has merged with 2020 Funds Management and 2020 DIRECTINVEST with a view to improving its scale, distribution and variety of product offerings....

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Financial planning

Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 4 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 5 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 4 days ago