financial services reform

Financial planning

FPA convention 2001 - a decade in the making

Three days of speakers, networking and the odd drink can be gruelling but the Financial Planning Association has laboured long to make its tenth convention the high point...

Financial planning

Distribution channels hold key for planners going solo

Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...

Financial planning

Mohl re-elected to IFSA board

AMP Financial Services managing director Andrew Mohl has been re-elected to his second term as chairman of the board of directors for the Investment and Financial Service...

Financial planning

FSR to challenge educators

Coming to grips with the Financial Services Reform (FSR) Act is crucial for those providing education within financial services according to Australian Securities and Inv...

Financial planning

Interest in fees may reveal some embarrassing truths

Growing interest in investing has also called attention to some less than professional practices. Tom Collins argues that in the public’s eye planner renumeration may fal...

Financial planning

Hockey’s options for reform

The Government’s options paper for the reform of the regulatory environment surrounding superannuation was developed, according to the Minister for Financial Services Joe...

Financial planning

Clients deserve to know how you are paid

The issue of planner renumeration is one which has been at the centre of debate for quite some time. Most planners with some time in the industry will be aware that the s...

Financial planning

Timber plantations to bounce back

Investments in the timber plantation industry will return to form in the new year due to recent changes in legislation according to plantation group Great Southern managi...

Financial planning

SyRes moves into next phase

SyRes, the company developed by a number of dealer groups involved with master trust provider Symetry, has released two further services for the back office....

Financial planning

Hockey sets his sights on the next round

The financial services industry has little to fear from the re-election of a Howard Liberal Government notwithstanding the fact that the Minister for Financial Services, ...

Financial planning

Heady times for back office providers

Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...

Superannuation

ASIC and super win under Conroy’s plan

The Financial Services sector would notice little immediate difference if the Australian Labor Party took office after November 10. Why? Because the ALP believes that the...

Financial planning

Life advisers still in the game

Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...

Financial planning

Large and small players take the high ground

An examination of the Money Management Top 100 dealer’s survey rankings would suggest that the industry has shifted from a time of deals and jockeying for position to a t...

Financial planning

FPA tables plans to change structure

The Financial Planning Association (FPA) board of directors has released further details of a proposal to alter its membership structure for professionals working in the ...