financial planning

Financial planning

Financial advice and the business of managing change

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...

Financial planning

Why financial planners must learn to love learning

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...

Editorial

FOFA's failings come into focus as time runs out

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...

Policy & Regulation

FOFA amendments still needed despite delay

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

Policy & Regulation

Parliament scheduled to debate FOFA today

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

Policy & Regulation

Concern around timing of FOFA bills debate

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

Editorial

Will FOFA hold up to parliamentary scrutiny?

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...

Financial planning

Act now on end-of-year strategies, says OnePath

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....

Financial planning

How financial planners can get into tune with their clients

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

Policy & Regulation

Canny financial planners prepare for post-FOFA world

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...

Editorial

The trouble with industry super funds

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

Financial planning

Career paths still beckon financial planners

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...

Policy & Regulation

FOFA lobbying intensifies

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

Financial planning

Mason Stevens merges with 2020

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

Financial planning

Macquarie withdraws from S&P review

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...