financial services reform

Financial planning

The FPA is addressing concerns that uncertainty about the Tax Agents Services Act 2009 - which is intended to govern and raise the standards of the provision of tax agent...

Editorial

Why leadership is needed from dealer groups and financial advisers

Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....

Editorial

Why financial planners will benefit from the transition to fee-for-service

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....

Editorial

Financial planning commissions face extinction

While much remains unresolved about future government policy and the ultimate shape of financial planning regulation, a good deal is already obvious. Change is inevitable...

Editorial

Ripoll Inquiry: The review saga begins

The findings of the Ripoll Inquiry have been broadly welcomed by the financial planning industry, but as Mike Taylor reports, they will ultimately be diluted by the findi...

Financial planning

ASIC should take a back seat

The Government and the Treasury, rather than the Australian Securities and Investments Commission (ASIC), should lead the way in implementing changes to the financial pla...

Financial planning

Liberal Party vows to oppose banning of commissions

Joe Hockey has promised the Liberal Party will not support a decision by the Rudd Government to ban adviser commissions....

Financial planning

FPA calls for education overhaul

The Financial Planning Association has called for an overhaul of the education standards for financial planners, including a minimum tertiary qualification requirement by...

Editorial

The future of insurance in superannuation

Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....

Editorial

Letter bombshells

There may be nothing illegal about the direct marketing tactics being employed by some financial services companies, but when the regulator starts dealing with the conseq...

Editorial

Financial services reform: If it ain't broke

Reading their submissions to the Ripoll inquiry, it's clear that not only do ASIC and Treasury hold very different views, but Treasury, in particular, has no desire to se...

Editorial

Is experience worth more than a degree in financial planning?

Amid the push to boost education standards in the financial planning industry, experience will still be central to protecting the interests of clients....

Financial planning

FPA warns against regulatory overkill

FPA warns the Government of a double regulatory burden on planning firms as a result of the new National Consumer Credit Protection legislation....

Financial planning

Round table: Dawn of a co-regulatory era?

At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...

Financial planning

ASIC draws its line in the sand

The Australian Securities and Investments Commission’s submission to the Ripoll Inquiry has raised the stakes for the future of the financial planning industry but has al...