MARTIN BRECKON faces some unassailable truths about super with some practical suggestions....
OVER the past several years the Financial Planning Association (FPA) has, on its members’ behalf, run a substantial promotional campaign on the ‘value of advice’. This ha...
Financial planning software developed that aims to reduce the risk associated with margin lending advice....
Industry body in talks with Cancer Council....
Giving false information while being questioned sees adviser banned....
Planners warned against becoming distracted by pursuit of revenue in tough times....
Planners told they must understand client grief at losses created by global financial crisis....
Advisers told Commonwealth life tables underestimate life spans....
Commonwealth uniform succession act to enable challenges in all states....
It’s vital that the superannuation industry find ways to overcome apathy and boost the public’s understanding of and engagement with their super....
Gerry Porter appointed Queensland state manager. ...
Klaus Kletzmayr takes on southern regional manager role. ...
Provided unlicensed financial advice....
Jeffrey Scott takes a look at income protection and total disability options....
In the current climate of economic uncertainty, financial planners who insist clients not make any change need to remember our role is to advise not direct....
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...