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FINANCIAL PLANNERS
Financial planning
Financial planners are ending 2010 in reasonable shape, and while some are feeling uncertain about their prospects for the New Year, many are exercising caution rather th...
Financial planning
The Industry Super Network has produced a new document reinforcing its approach on annual opt-ins and an expansion of intra-fund advice....
Financial planning
ANZIIF warns that lifting the bar on financial planning qualifications may be an overreaction to having set it too low....
Financial planning
Financial planners will be closely watching the discussion and debate surrounding the Future of Financial Advice (FOFA) reforms....
Editorial
As the Federal Treasury reaches the final stages of its consultation process around the Future of Financial Advice reforms, the debate has seemed closed to the very peopl...
Financial planning
More financial planners may be getting their own Australian Financial Services Licences (AFSLs), but the real debate should be about fulfilling ongoing compliance obligat...
Financial planning
The Accounting Professional and Ethical Standards Board (APESB) has put the brakes on its proposed reforms for accountants practising as financial planners....
Financial planning
Academic urges development of new tertiary-based minimum standards for financial planners....
Financial planning
AMP chief Craig Dunn has underscored the importance of financial planners in his company’s $14 billion acquisition of the Australian and New Zealand operations of l...
Financial planning
Financial planners should be licensed under the Tax Practitioners Board (TPB) like any other industry that provides limited or other tax agent services, according to the ...
Financial planning
The possibility of a single professional association arose during several sessions at the Financial Planning Association (FPA) national conference, one of which included ...
Editorial
Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....
Financial planning
Based on submissions of real Statements of Advice delivered to clients, dealer group Matrix Planning Solutions has awarded three financial planners with its Good Advice A...
Financial planning
The Board of the Financial Planning Association has proposed significant changes to the make-up of the association, which would see individual financial planners given pr...
Financial planning
Financial planners are at risk of being unintentionally caught out under the new credit licensing regime....
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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...