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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
Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....
Financial planning
Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....
Financial planning
Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...
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...
Life/Risk
An insurance group that has agreed to establish a facility to provide professional indemnity insurance for members of the Association of Financial Advisers (AFA) will tur...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Life/Risk
Are you thinking that risk insurance is not the force it once was? Well it may be time to think again as the product that built the industry re-asserts itself. JASON SPIT...
Financial planning
For my last article, I normally summarise my previous articles for the year. However this time I want to only do that in part. That’s because this year was the last year ...
Financial planning
Financial services industry educators are heading for showdown with the Financial Planning Association (FPA) after the latter announced large scale changes to the way the...
Financial planning
There is a future role for advisers specialising in risk products as many financial planners do not sell risk products, this creates opportunities for risk advisers to be...
Financial planning
APIR, the group responsible for providing codes for managed funds, has scored a major coup with the announcement that the Association of Financial Advisers had signed up ...
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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...