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

Search Results

Showing 81 - 90 of 243 results for "Planning industry"

NTAA keen to establish referral relations with advisers

LAURA MILLAN  |  MONDAY, 5 AUG 2013
... decisions from advisers "can catastrophically affect consumers." "If you go back to the times when the financial planning industry began, at that time it was about being a professional, recognizing a problem and referring the client to the professional ...

ASIC admits Commonwealth FP investigation was "not adequate"

LAURA MILLAN  |  MONDAY, 5 AUG 2013
... that it had "long-standing, publicly-expressed concerns with the quality of advice provided by the financial planning industry in Australia" and that its surveillance work from as soon as 2003 "demonstrated that poor quality advice was widespread in ...

FPA granting consumers inside access to funds management industry

MARK SMITH  |  FRIDAY, 19 JUL 2013
... planning process, and the value placed on continuing professional development. "We want to demystify the financial planning industry for consumers. This is a great opportunity, while we have access to some of the best and biggest fund managers in the ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
... Midwinter asked 320 financial planners from more than 70 licensees a number of questions aimed at gauging the planning industry's readiness for after the Future of Financial Advice (FoFA) deadline on 1 July. It revealed that 35% of planners don't think ...

New FPA member base shows changing face of industry

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
An influx of Generation Y highlights the transformation of the public face of the financial planning industry, according to the Financial Planning Association (FPA). Figures released by the industry body shows that of more than 1,000 new members who ...

Extension looks likely for adviser tax advice changes

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
The peak financial planning industry bodies are confident treasury will extend the deferment period of the application of the Tax Agents Services Act (TASA) to financial advisers. Currently financial planners providing tax advice as part of financial ...

ISN welcomes financial planner fee guidance

BEN COLLINS  |  TUESDAY, 29 JAN 2013
... around financial planner remuneration under the new reforms is an important step forward in helping the financial planning industry to transition to a fully-fledged and highly respected profession. It will also ensure that clients can make more informed ...

HOSTPLUS to become a PST

MARK STORY  |  THURSDAY, 24 JAN 2013
... expects proposed developments - which first require changes to its legal structure - to provide SMSFs and the planning industry alike with alternative investment options. While super funds did not have the legal structure to take money from other super ...

Advisers must gravitate from engagement to guidance: Mercer

BEN COLLINS  |  MONDAY, 3 DEC 2012
... towards success in a brave new world of financial planning, said Mercer's advice industry leader. The financial planning industry has failed to recognise what people want in the past, and needs to offer simple, effective advice well in order to succeed ...

AMP training program to attract women advisers

LINDA HAUSKEN  |  FRIDAY, 31 AUG 2012
... growth, and they comprise three-quarters of part-timers in Australia today, but they perceive the financial planning industry is not offering the flexibility that many need." The program is piloting in Brisbane, Melbourne and Sydney with the first intake ...