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Financial planning
A total of 389 Westpoint-related complaints against 61 members of the Financial Industry Complaints Service have been received in total by the organisation – some of them...
Financial planning
Look to your clients for lessons in life, writes Ray Griffin....
Editorial
The fall in the price of some Collateralised Debt Obligations has triggered collapses in Bear Sterns and Basis Capital hedge funds. Robert Keavney looks at financially en...
Financial planning
AXA unveils some of the biggest changes ever made to its licensee offer....
Financial planning
When it comes to education for financial planners, these days it’s a bit like buying a ticket for a trip that never ends....
Financial planning
FPA in negotiations with RateCity to give its CFPs direct access to the portal’s 8 million customers....
Financial planning
Financial services are in boom phase, which has brought remuneration to unsustainable levels. Robert Keavney examines the impact on financial planning firms today and con...
Financial planning
When it comes to a financial planner’s education, is taking the easy road an advantage or disadvantage? Michael Dale answers this by sharing his own experiences of studyi...
Financial planning
Financial planners stink and industry funds are great. Or vice versa. Apparently one is supposed to pick a side....
Financial planning
At least one dealer group is poised to leave the Financial Planning Association after restrictions on the use of its Certified Financial Planner brand are scrapped on Jul...
Financial planning
A career of dedicated service to the development of financial planning has seen Gwen Fletcher appointed as a member of the General Division of the Order of Australia (AM)...
Financial planning
At a time when financial planners seem beset by criticism from many sides, Robert Keavney argues it is a particularly worthwhile and satisfying career....
Financial planning
The Association of Financial Advisers is preparing to launch its own version of the Financial Planning Association’s Certified Financial Planner designation....
Financial planning
The Financial Planning Association will have to find two staff replacements following the resignation of yet another executive, the second staff departure announcement fo...
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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...