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FINANCIAL PLANNERS
Financial planning
Advisers unsure of what to charge for ongoing service ...
Financial planning
AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...
Financial planning
FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....
Financial planning
The legislation enshrining the term 'financial planner/adviser' will only become law if the Prime Minister, Kevin Rudd, names a later election date. ...
Financial planning
The legislation to enshrine the term ‘financial planner/adviser’ has failed to make it into the Senate but the FPA has not given up....
Policy & Regulation
BT Advice has revealed how much in money and human resources it spent on FOFA preparations....
Editorial
If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...
Life/Risk
Life Insurer AIA Australia has signed with HUB24 to provide access to and management of its risk insurance products for financial planners via HUB24’s online platform. ...
Accounting
Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...
Financial planning
The FPA has been foremost in welcoming the Coalition’s breakthrough on the TASA legislation delivering planners a further 12 months’ exemption. ...
Financial planning
Strategic partnerships between product and service providers and dealer groups appear to be going through a phase of revival with the renewed optimism in the markets....
Financial planning
Planners will get a further 12 months relief on TASA changes as part of Government concessions to Coalition on the legislation. ...
Financial planning
Daily media coverage of the events leading up to the CFP enforceable undertaking generates moves for another Parliamentary inquiry....
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
Editorial
The appeals of the FPA for a further extension of the TASA implementation seemed to be falling on deaf ears, with the Assistant Treasurer, David Bradbury, seeming determi...
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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...