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Financial planning
Financial services licensees are continuing to scratch their heads over a way to communicate the value of advice....
Financial planning
The AFA has awarded CommInsure the Platinum Life Company Award at the AFA/Plan for Life 2009 Life Company of the Year Awards....
Financial planning
ASIC has been called on to be more transparent about the purpose of its current comprehensive audit of Australian Financial Services Licensees (AFSLs)....
Financial planning
Financial planners would be well advised to meet with their local MP and explain to them the value of the industry, according to former NSW Opposition Leader Kerry Chikar...
Financial planning
The Association of Financial Advisers (AFA) has rejected claims by the Industry Super Network that financial advisers are putting an 'indefensible drag' on Australia’s re...
Financial planning
In the wake of a challenging year, a number of major hurdles lie ahead for financial planners, writes Richard Klipin....
Financial planning
The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...
Editorial
The findings of the Ripoll Inquiry have been broadly welcomed by the financial planning industry, but as Mike Taylor reports, they will ultimately be diluted by the findi...
Financial planning
Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...
Financial planning
AFA chief Richard Klipin said the report would set the industry on the path of becoming a trusted profession....
Financial planning
The Association of Financial Advisers (AFA) has endorsed the drive to raise the financial planning education bar, however, CEO Richard Klipin said theoretical knowledge m...
Financial planning
Dealer groups can play a key role in ensuring better practice in governance and accountability of member firms though their BDMs, according to Graham Peatey, managing dir...
Financial planning
Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn W...
Editorial
It is reassuring that the chairman of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, has indicated that he really does understan...
Financial planning
Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...
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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...