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Financial planning
The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....
Superannuation
SPAA has urged auditors to register early with ASIC to ensure they can undertake SMSF audits from 1 July 2013....
Financial planning
The AFA has launched its 2013 GenXt Road Show, which kicks off in Hobart on 5 February and will visit Adelaide, Perth, Melbourne, Sydney and Brisbane....
Financial planning
The financial planning industry has welcomed ASIC's guidance on fee disclosure, though some argue it should have applied only to new clients....
Financial planning
The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....
People & Products
Founder and former chief executive of Finovia Group, Geoff Pritchard, has joined Elixir Consulting as a business coach to service the company's Melbourne and Perth market...
Financial planning
In a bid to promote financial planning, members of the FPA will use an online forum to answer financial questions put by the Australian public....
Superannuation
ASFA's Pauline Vamos argues that 2013 is the dawn of a new era for superannuation, and that the industry will cater to those who own it – the members....
People & Products
Paul Fegan has joined Genworth Australia as chief financial officer....
Editorial
The launch of a national curriculum for financial planning degrees by the Financial Planning Education Council was a major win for the industry in 2012....
Editorial
Plan B's Andrew Black could be forgiven for thinking he is being followed by IOOF in the wake of its acquisition of the dealer group....
Editorial
Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....
Financial planning
Chief executive officer of ANZ-owned dealer group RI Advice, Paul Campbell, has left the group for family reasons, the company has announced....
Accounting
SPAA hopes to become part of the limited advice licensing regime by offering its Public Practice Certificate to accountant members....
Financial planning
A financial adviser has raised concerns about some of the marketing strategies used by banks to sell life insurance, which could have a negative financial impact on risk ...
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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...