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Financial planning
The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...
Financial planning
The Association of Financial Advisers is to campaign for a 15 per cent Super Guarantee from the Federal Government, as part of its strategic plan for 2007....
Financial planning
An Australian Federal Court has ruled that the Financial Industry Complaints Service has the jurisdiction to deal with complaints against financial advisers who recommend...
Financial planning
In a bid to net high-end client referrals, Verve Financial Partners has launched a new incentive program targeted at St George Bank employees....
Financial planning
Melbourne-based financial advisory firm Swanton & Davidson have broadened their reach on the eastern seaboard of Australia, with the opening of its first office located i...
Financial planning
New research has revealed that nearly half the Australian public believes socially responsible investments deliver lower returns than mainstream funds, despite the majori...
Financial planning
Young people are not going to advisers, as they do not see what they offer as relevant, said Barefoot Investor founder Scott Pape....
Financial planning
A new board of directors was elected to the Association of Financial Advisers (AFA) last week during its 60th Annual Conference in Sydney....
Financial planning
A business sustainability expert has warned the industry to change its employment practices in order to attract more people into the profession....
People & Products
The Association of Financial Advisers has appointed Dennis Bateman as its new president following the retirement of Michael Murphy from the role....
Financial planning
Matrix Planning Solutions authorised representative Jason Danjoux is the 2006 Association of Financial Advisers’ Rising Star of the Year....
Financial planning
The Australian Council of Trade Unions has used its submission to the Parliamentary Inquiry into structure and operation of the superannuation industry to argue that whil...
Financial planning
A national survey of over 500 financial advisers conducted at a recent life risk roadshow by Zurich Financial Services Australia has found the reason behind the underinsu...
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Podcast
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...