Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
AFA
Financial planning
Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....
Financial planning
Although it is still early days in terms of the fallout from the Queensland floods, Australia’s financial advisory industry has begun looking into what assistance w...
Financial planning
AFA chief Richard Klipin has called on the financial services industry to create a united message for consumers next year, following the launch of a new group called the ...
Editorial
To be regarded as a serious profession, the industry must differentiate between properly qualified financial planners and those with lesser qualifications, writes Mike Ta...
Editorial
The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...
Financial planning
Notwithstanding the criticisms that have been directed at the FPA and the course it has charted, outgoing FPA chief Julie Berry believes the FPA’s direction has alw...
Financial planning
The possibility of a single professional association arose during several sessions at the Financial Planning Association (FPA) national conference, one of which included ...
Editorial
The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....
Financial planning
The limited nature of the adviser/client relationship with respect to intra-fund advice may make it difficult to impose a uniform interpretation of fiduciary duty, accord...
Financial planning
The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...
Financial planning
The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....
Editorial
Financial planners may be upset with the major institutions for failing to counteract the negative campaign by the industry super funds, but now the focus must be on the ...
Financial planning
The Treasury has deferred the application of the National Tax Agent Services regime to financial planners until 1 July, 2011, a move which has been applauded by financial...
Financial planning
Most advisers are focused on business growth, despite almost 75 per cent claiming the proposed fee-for-service models and opt-in arrangements would have a somewhat or str...
Financial planning
The Association of Financial Advisers is seeking millions from the financial planner industry to counter industry funds advertising....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...