financial planning

Editorial

The share prices of Australia’s major publicly listed financial planning groups have been trending down for most of the past 14 months and, as Mike Taylor reports, at lea...

Editorial

FOFA uncertainty erodes practice values

With the recent one-year anniversary of Julia Gillard toppling Kevin Rudd as Prime Minister and leader of the Federal Parliamentary Labor Party, the Australian financial ...

Financial planning

Shorten not convinced of negative opt-in impact

Financial Services Minister Bill Shorten has told financial planners they haven't managed to convince him the introduction of a two-year opt-in requirement would "beat th...

Policy & Regulation

Reader survey on FOFA challenge

Please complete our short survey on what readers think of a legal challenge to FOFA....

Financial planning

AMP launches university planning challenge

AMP has launched a financial planning-focused 'university challenge' aimed at giving university students greater access to the financial planning profession....

Financial planning

Financial services' steep learning curve

Education has become a buzzword in the financial services industry. Angela Faherty takes a look at what the industry is doing to improve standards. ...

Editorial

Superannuation fund planning: who benefits?

As superannuation funds seek to move further into the provision of full service financial planning, a recent report prepared for the West Australian Government has raised...

Financial planning

Professionalism rests on industry's shoulders: Spiers

The push to achieve professionalism in financial planning needs to go beyond planners to include all participants in the industry, according to general manager of advice ...

Financial planning

Technology won't solve opt-in problem

Despite a number of software developers and platform providers flagging plans to introduce opt-in facilities, the financial planning community claims automating the proce...

Financial planning

Guardian partners with AFA

Suncorp-owned dealer group Guardian Financial Planning has formed a partnership with the Association of Financial Advisers (AFA), joining the AFA's Licensee Partnership P...

Policy & Regulation

Chan & Naylor question FOFA outcomes

Some changes under the Government's Future of Financial Advice reforms will not have the intended results, unfairly targeting the smaller players and favouring large inst...

Financial planning

Brokers of the future to offer financial advice

More mortgage brokers are looking to add financial planning to their skill set in a bid to future-proof their incomes, a new survey has revealed....

Editorial

Lonsec overtakes van Eyk

Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...

Financial planning

Reforms could cause structural shift in education

The current wave of regulatory reforms in financial services and focus on professionalism could lead to a structural shift in financial services education, with a focus o...

Financial planning

Financial planning's first lady

Gwen Fletcher AM has been awarded Money Management's inaugural Lifetime Achievement Award for her steadfast dedication and outstanding stewardship in developing and promo...