FINANCIAL PLANNERS
Financial planning
FPA chief executive calls on CFP members to actively promote designation. ...
Financial planning
Platinum Asset Management has teamed up with the Neilson Foundation to offer a scholarship to undergraduate students majoring in financial planning, FPA has announced....
Funds management
Planner demand to drive ‘youthful’ ETF sector....
Editorial
ASIC arguably chose a poor strategy when it sought to reassure consumers about its inaction on matters relating to the Reserve Bank of Australia-related companies, Secure...
Financial planning
Moving licensees or client books should not trigger an automatic loss of grandfathered revenue, according to financial services lawyer. ...
Funds management
Financial planners will be able to access funds directly, bypassing platforms, via new execution-only service nearing launch....
Financial planning
Existing levels of adviser education should be considered a pathway to degree level qualification....
Editorial
The Financial Services Council caused something of a stir in the financial services industry when, at its annual conference in Brisbane, it announced a policy discussion ...
Editorial
The Federal Treasurer, Joe Hockey, has signalled a “son of Wallis” review of the Australian financial system and, as Mike Taylor writes, the industry is already starting ...
Financial planning
Money Management has opened the nominations for its Financial Planner of the Year award for 2013....
Financial planning
Planners remain immobile as they await Treasury clarity on grandfathering. ...
Financial planning
FPA to make submission around transparency and consistency of dispute resolution scheme....
Financial planning
ASIC claims to have been misinterpreted and that it will now consider matters relating to the RBA/Iraq bribery allegations....
Financial planning
Morningstar analysis paints the big four banks as being an oligopoly which is stronger now than before the GFC....
Financial planning
Six women have been named finalists for the third annual Association of Financial Advisers (AFA) and TAL AFA Female Excellence and Advice Award. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...