FINANCIAL PLANNERS
Financial planning
A potential disadvantage of outsourcing paraplanning is that advisers can come to rely so much on the services of a paraplanning firm, that they abdicate their profession...
Financial planning
A new set of professional conduct standards for financial planners have been launched by the ICA and CPA Australia....
Financial planning
Federal Government moves to cut the compliance burden on the financial planning industry could backfire, creating more questions than answers for advisers....
Superannuation
Investors will be able to choose their target date of retirement, rather than a preferred asset allocation, as part of a series of new funds that is counting on individua...
Superannuation
As fears continue to simmer that many financial planners are ill equipped to deal with the requirements of providing advice on self-managed superannuation funds (SMSF), l...
Financial planning
Web Abstract long compulsory...
Financial planning
In just a year, Kerry Kelly has made some tough choices in a bid to revitalise the FPA....
Financial planning
Van Eyk Research has signed its fourth research alliance of the year, partnering with Chant West Financial Services to provide industry super fund ratings to clients....
Life/Risk
The life insurance market continues to grow, but many planners are still reluctant to take the risk. Liam Egan reports....
Financial planning
Stockbroking and financial planning firm Wilson HTM has entered into a partnership with funds management giant Deutsche Bank, which has taken a 19.9 per cent stake in the...
Financial planning
A business set up by the CBA to take equity stakes in boutique financial planning groups has been shut down after only one year....
Financial planning
THERE’S at least one financial planner out there who views the emergence of reverse mortgages as a compliment to financial planners...
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
The bank housing the second largest number of financial planners in Australia, the National Australia Bank, has announced it will invest $1.8 billion in rebuilding its Au...
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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...