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FINANCIAL PLANNERS
Editorial
The Australian financial planning industry has finished 2009 having successfully surmounted a number of its greatest challenges, writes Mike Taylor....
Funds management
Research has found advisers don't fully trust ratings houses that rely on fund manager payments as their main source of revenue....
Financial planning
A further 122 FPA members pass final CFP program examinations....
Superannuation
With increased life expectancies come increased health care costs later in life, which can make a considerable dent in retirees' savings and any legacy they hoped to leav...
Financial planning
Cooper Review urged to recommend the abolition of entry and exit fees, including the take by planners....
Financial planning
With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch....
Financial planning
The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...
Financial planning
Research from Investment Trends has found that despite risk advice continuing to be an important part of financial planning practices, revenue from risk remains small in ...
Financial planning
Financial planners may doubt the need for a credit licence, but the new National Consumer Credit regime encompasses their advice in certain circumstances. ...
Financial planning
Equiti will offer financial planners 10 per cent of its property funds management business....
Financial planning
The Industry Super Network claims the Government should end commissions before looking to increase the superannuation guarantee....
Editorial
As the fragile world economy begins to show signs of recovery, Ray Griffin explains how financial planners can reassure skittish investors....
Editorial
Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....
Financial planning
Claire Wivell Plater, director of Gold Seal Risk Management Services, has questioned the need for imposing a fiduciary duty on financial advisers, who she proposes in man...
Financial planning
Commission rebate services may be perceived as competing with financial advisers, but they can actually help advisers place control over fees back into the hands of clien...
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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...