FINANCIAL ADVICE
Financial planning
An Adelaide-based wealth management practice has entered a joint venture to launch an online recruitment service, called Jobs.com.au, through which it will source referra...
Financial planning
The Financial Planning Association has confirmed that it is investigating six complaints about its members in relation to the failed Westpoint group....
Financial planning
The superannuation guarantee and strong economic and stock market performance have raised the average amount each Australian holds in managed funds to $45,300, far more t...
Financial planning
A former Queensland financial planner has been sentenced to four and a half years imprisonment after pleading guilty to six fraud charges brought by the Australian Securi...
Financial planning
The FPA said it is pleased with the progress of its recently launched television, print and Internet advertising campaign, having already received requests for 1500 assoc...
Financial planning
With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...
Financial planning
Financial planners who give advice to clients without taking a fee would be excused from rigorous disclosure requirements, including having to supply statements of advice...
Financial planning
Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...
Financial planning
“Broad-brush” critics of the financial planning industry have had their disapproval blunted by a new survey, which found a growing number of consumers believe the quality...
Financial planning
Research has confirmed the Chinese market offers strong prospects for financial planners with a nationwide study revealing 63.59 per cent of consumers in China sought adv...
Financial planning
Consumers would receive a rebate to help pay for financial advice on superannuation under a proposal that has been put to the Federal Government by a key banking lobby gr...
Financial planning
Sydney planning firm Money Solutions has entered into a partnership with REST to provide financial advice to its 1.5 million members....
Financial planning
With conflicts of interest in the spotlight, receiving payment for services is no simple matter. Zoe Fielding asked Financial Planning Association director Sarah Brennan ...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
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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...