Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 243 results for "Planning industry"

More SMSF trustees go it alone

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
... approximately 3% more accountants and planners operating an SMSF for their own purposes. Despite the findings, the planning industry itself is expecting SMSF business will form a greater proportion of funds under advice and revenue in the years ahead ...

Social media strategy works: FPA

ELISE BURGESS  |  WEDNESDAY, 4 APR 2012
... new discussions and over 30 comments per week, often used as a channel to ask advisers about issues facing the planning industry. "We've also found the LinkedIn Forum has been very effective in testing the temperature of our membership on a range of ...

Advisers urged to keep up pressure on FOFA change

CLAIRE MCGREAL  |  FRIDAY, 16 MAR 2012
As the dust settles on yesterday's FOFA start date announcement, the financial planning industry has pledged to keep pushing for changes to elements of the planned legislation. Leading the charge from the Opposition benches is shadow assistant Mathias ...

Call for new generation annuities

ELISE BURGESS  |  FRIDAY, 3 FEB 2012
... legislation and Centrelink treatment issues were also outlined in the submission that broadly affect the super and planning industry. "We are keen for government to change the legislation because that could have very positive impacts for Baby Boomers ...

Crowe Horwath eyes HNWI business

ELISE BURGESS  |  TUESDAY, 31 JAN 2012
... increase, according to a recent white paper by CoreData which predicted an influx of accountants into the financial planning industry either through mergers or appointments. "Competition in the sector has become more intense as accountants, stockbrokers ...

AMP: FOFA needs a rigorous stocktake

CLAIRE MCGREAL  |  TUESDAY, 24 JAN 2012
... accessible for more Australians," said Meller. He also worryingly predicted potential job losses in the financial planning industry up to 25,000 in the coming years, due to extra regulatory costs. Another concern raised by Meller was the proposed ban ...

FOFA heats up competition for planners

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... "Competition in the sector has become more intense as accountants, stockbrokers and super funds seek to enter the planning industry and could necessitate consolidation amongst the smaller practices to keep costs low and margins wide, or partnership type ...

ASIC cancels South Australian financial services licence

CLAIRE MCGREAL  |  THURSDAY, 17 NOV 2011
... Appeals Tribunal seeking a stay and review of ASIC's decisions Meanwhile, a Melbourne based firm software to the planning industry has had its financial services license suspended for 12 months for failing to comply with a number of ASIC obligations. ...

Research houses in regulatory spotlight

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
... quality of research and the conduct of research houses have a material impact on the integrity of the financial planning industry, and the quality of the advice they produce," said Medcraft. "Research is an important consideration for ASIC in light of ...

Former financial adviser gets three years jail time

CLAIRE MCGREAL  |  MONDAY, 7 NOV 2011
... the investigation is part of its commitment to building confidence in the integrity of Australia's financial planning industry by ensuring those providing advice maintain high ethical standards. Brown must serve 21 months behind bars before he is eligible ...