FINANCIAL ADVISERS
Financial planning
The 'opt in' provisions for continuing advice and professional indemnity insurance were just two of the key issues tabled at the AFA Leadership Licensee Forum this week....
Financial planning
Financial Planning Association (FPA) chair Julie Berry has defended the association's board conventions and protocols in light of a public protest issued by one of its fo...
Financial planning
Deborah Koromilas yesterday resigned from her position of executive leader for financial advisers with the Australian Securities and Investments Commission....
Financial planning
Radar Results has seen a dramatic increase in the number of smaller financial planning businesses looking to sell....
Financial planning
The Industry Super Network has claimed planners are lobbying to water down the Future of Financial Advice changes....
Financial planning
Wilson HTM is better known as a broking house, but plans are in motion to more than double its financial planning arm....
Financial planning
The Financial Planning Association has received overwhelming support for lifting education standards, according to acting chief Deen Sanders. ...
Financial planning
The Federal Government has increased its commitment to the removal of commissions in financial planning, linking the move to the development of Australia as a regional fi...
Financial planning
AFA seeks to alleviate member concerns about Future of Financial Advice reforms....
Financial planning
While recent government announcements mean Australia's financial planners are facing significant change, Damon Taylor writes that the shift in policy direction was well t...
Financial planning
Consumers are confused about what represents planner independence - and so too are some planners....
Financial planning
More than half of the financial planning practices surveyed by Centurion Market Makers have already transitioned to an explicit fee-for-service or asset-based fee model....
Financial planning
The advice industry needs to improve its efforts in exposing rogue advisory practices if it is to avoid taking any more collective hits to its reputation....
Financial planning
The Federal Government has initiated the consultation period for the financial advice regime changes, calling for a positive and mature industry response....
Financial planning
The AFA has heightened its calls for financial advice to become tax deductible, while the NIA says Australia will have to wait for serious tax reform....
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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...