Westpac financial planners that aren’t Certified Financial Planners (CFP) have been given 18 months to attain the designation if they wish to progress within the organisa...

International investment flows into the Asia-Pacific markets is set to rise by more than 40 per cent by 2006 for the three preceding years, with market analysis firm Data...

Self funded retirees could see their savings targeted by future Federal Governments as the nation struggles to raise sufficient tax revenue from traditional sources, a le...

State Governments have been called on to extend the scope of ‘choice of fund’ to cover all employees and not just those covered under Federal Awards, with one of Australi...

The average Statement of Advice prepared by financial planners is full of jargon and unnecessary information, but lacking in key disclosure elements, an investigation by ...

Rivkin Financial Services suitor Farooq Khan has succeeded in his crusade of seizing control of the listed financial services group with the ousting of RFS chief executiv...

Competition for a limited number of spots on the Financial Planning Association (FPA) board is expected to be fierce, with 15 candidates confirming last week they will ru...

Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....

Three quarters of financial planning clients do not see a need for addition regulation, and while a surprising number actually read Statements of Advice, only 11 per cent...

Australia’s largest financial planning dealer group, AMP Financial Planning, has acknowledged the ongoing popularity of industry superannuation funds by adding ten of the...