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Financial planning
The Financial Planning Association’s (FPA) attempt to set up its own in house professional indemnity (PI) insurance scheme for members has suffered a setback as a result ...
Financial planning
The Joint Parliamentary Committee on Corporations and Financial Services is expected to rule against disclosure of commissions on risk products when it tables its final r...
Financial planning
Small dealer groups are back on the agenda as members of three bodies representing small planning groups have agreed to meet to discuss the creation of a national executi...
Financial planning
An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has attacked the Financial Planning Association over its handling of recent industry criticism brought b...
Financial planning
A war of words has begun between three industry bodies over disclosure of commissions on risk products and the viability of the Financial Services Reform Act (FSRA)....
Financial planning
Commonwealth Financial Solutions (CFS) and the Colonial Master Fund have suffered an embarrassing breach in the security of their files when a number of clients with the ...
Financial planning
If you need proof the last year was dominated by regulatory and industry issues, look no further than Joe Nowak....
Financial planning
FINANCIAL Planning consultant Paul Resnik is preparing to put his money where his mouth is with plans to launch a chain of financial planning offices....
Financial planning
FINANCIAL advisers will not need to disclose commission on risk products thanks to the lobbying efforts of the Association of Financial Advisers (AFA)....
Financial planning
Tasmanian based financial adviser Robin Yates has been elected the new president of the Association of Financial Advisers (AFA)....
Financial planning
The Association of Financial Advisers (AFA) used a meeting last week of the Financial Services Reform (FSR) Implementation Consultative Committee to call for clarificatio...
Financial planning
THE increasingly bitter dispute between the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) over financial planning designations has ...
Financial planning
There is a saying that old advisers never die, they just re-write their life insurance policies....
Financial planning
IT IS easy to see both sides of the argument in what could quickly escalate into a full blown legal dispute between the Financial Planning Association (FPA) and the Assoc...
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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...