Financial Planning Needs to Discover Its 'Ruby Slippers'
- Growing on merit - not by compulsion. Taylor, Mike // Money Management;5/2/2013, Vol. 27 Issue 16, p2
The author reflects on the Australian government's Future of Financial Advice (FOFA) legislation and the impact of its ratification on financial planners in 2013.
- An untidy legislative legacy. Taylor, Mike // Money Management;4/25/2013, Vol. 27 Issue 15, p2
The article presents the author's insights regarding the impact of unfinished legislations on the financial planning industry, such as the Tax Agent Services Act (TASA), Future of Financial Advice (FOFA), and the Stronger Super initiatives in Australia.
- Amendments to FOFA's opt-in requirements will benefit consumers and industry. // MarketWatch: Financial Services;Jun2012, Vol. 12 Issue 6, p29
The article announces the approval of the amendments to the Future of Financial Advice (FOFA) reforms aimed at raising standards across the financial planning profession in Australia which will take effect in July 2013.
- The Human Touch in Action. Green, James J. // Investment Advisor;Sep2012, p136
An introduction to the journal is presented in which the editor discusses the financial planning industry.
- CPD Quiz. // Money Management;6/7/2012, Vol. 26 Issue 21, p26
A quiz concerning the financial planning industry in Australia is presented.
- Planners face new rules on tax advice. Taylor, Mike // Money Management;2/17/2011, Vol. 25 Issue 5, p5
No abstract available.
- Wayward trailing commissions. Taylor, Mike // Money Management;9/22/2011, Vol. 25 Issue 36, p2
The article reports on the opt-in approach of the government of Canberra, Australian Capital Territory (ACT), which is a difficult task to end the trailing commissions of the financial planning industry and imposes undue costs on financial planners with no trailing exposures.
- Stealthy Spruiking. // Money Management;10/21/2010, Vol. 24 Issue 39, p32
The article discusses the perils that an outsider of the financial planning industry in Australia may encounter especially those that concern the financial planners.
- Ending 2011 as we began - uncertain. Taylor, Mike // Money Management;12/1/2011, Vol. 25 Issue 46, p2
The author predicts that financial planners will end Australia's financial planning industry in 2011 similar to that of 2010.