FINANCIAL PLANNERS

Financial planning

Two bodies will soon regulate financial planners - a serious concern to the FPA....

Financial planning

The Financial Planning Association has launched an advertising campaign to remind planners that, from 1 July 2013, new members will have to hold an approved degree if the...

Financial planning

Money Management has announced the BDM of the Year award finalists and is calling upon financial planners to vote for the winner....

Financial planning

Wealth management group netwealth has formed a new national advice group, appointing Simon Micallef to head up the new unit....

Financial planning

The FPA hopes the Government will introduce legislation to the Parliament this week enshrining the term ‘financial planner/adviser’....

Financial planning

Griffith University has secured accreditation from the Financial Planning Education Council (FPEC) for its financial planning program....

Financial planning

New research reveals high degree of indecision on codes of conduct and opt-in....

Financial planning

Will the renewed optimism in the financial services industry bring on more jobs and higher salaries? What can financial planners hope for in terms of career opportunities...

Financial planning

In response to a lack of dealer group support for responsible investments, a group of financial planning practices has come together to push the ethical investing agenda....

Financial planning

Lingering legislative uncertainty around FOFA has led investment platforms to reduce spending by $30 million in 2012, according to a new report by Investment Trends....

Editorial

It would seem that in the mind of the Minister for Financial Services, Bill Shorten, accountants need to shoulder none of the responsibility for investors being burned by...

People & Products

Mark Rantall has accepted an extension of his term as chief executive officer of the FPA....

Superannuation

With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...

Financial planning

Nominations are now open for Money Management’s 2013 BDM of the Year....

Editorial

It is now nearly a month since the Prime Minister, Julia Gillard, announced that the 2013 Federal Election would be held on 14 September – and despite her suggestions to ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 5 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

5 days 4 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 1 day ago
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