FINANCIAL PLANNING

INDUSTRY NEWS

The Financial Planning Association (FPA) has signed on JD Allen & Associates as the recruitment agency in charge of forwarding candidates for the association’s chief exec...

INDUSTRY NEWS

The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...

INDUSTRY NEWS

The Financial Planning Association (FPA) has appealed to the government to axe its proposal to introduce a declared professional body (DPB), saying it unfairly advantages...

INDUSTRY NEWS

I haven’t changed dealer groups since I’ve been in the industry. I joined Pembroke Financial Planners in 1994....

INDUSTRY NEWS

The banks are getting into financial planning in a big way – and the National Australia Bank is no exception. John Wilkinson reports on the growth of the National’s prem...

INDUSTRY NEWS

Only one in 50 financial planners does not use the Internet for their business, ac-cording to a recent survey....

INDUSTRY NEWS

The Reserve Bank of Australia (RBA) today acted to head off inflationary pressures in the econ-omy, lifting the cash rate to 6.25 per cent from 6.0 per cent....

INDUSTRY NEWS

Investors have failed to grasp the concept of gearing, even though the majority of wealthier clients gear into their own homes, according to former FPA president Russell ...

INDUSTRY NEWS

Steve Helmich has been named as head of distribution in the wake of the departure of Neil Swindells who resigned from AMP to go to AXA a fortnight ago....

INDUSTRY NEWS

Former GIO Asset Management chief executive Mark Dutton has been named chief investment officer of ipac securities....

INDUSTRY NEWS

Financial planners will need to change the way they offer advice on tax issues as they relate to investments....

INDUSTRY NEWS

Former Colonial financial planner William Richard Berghouse has been given a lifetime ban from acting as a representative of a securities dealer or investment ad-viser fr...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 5 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

5 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 1 day ago
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