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Financial planning
Despite contributing almost half a million dollars to its new television advertising campaign, the FPA has posted an after-tax budget surplus of $1.187 million for the ye...
Financial planning
Client segmentation has been an industry buzzword for a long time, with most advisers familiar with what it means to classify clients as an A, B, C or D type based on the...
Financial planning
A group of the Federal Government’s own backbenchers is urging it to cut taxes on superannuation, with some calling for even more radical changes, such as allowing younge...
Financial planning
Financial planners who give advice to clients without taking a fee would be excused from rigorous disclosure requirements, including having to supply statements of advice...
Financial planning
What do the Australian Securities and Investments Commission (ASIC) and the Australian Consumers Association (ACA) really want from financial services? What can be left o...
Financial planning
With conflicts of interest in the spotlight, receiving payment for services is no simple matter. Zoe Fielding asked Financial Planning Association director Sarah Brennan ...
Financial planning
If anyone had any doubt about how conflicts of interest, whether real or perceived, are impacting on the image of financial planners, then they only had to listen to a sp...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Life/Risk
Only four per cent of Australian parents have enough life insurance cover to sustain their family’s lifestyle if either parent were to die, with 60 per cent - or 5.4 mill...
Financial planning
The bar on professional standards in the financial planning industry has once again been raised by tough new rules which seek to eliminate conflicts of interest for advis...
Financial planning
Two of the country’s leading boutique financial planning groups, Centrestone Wealth Management and the Berkley Group, are set to merge....
Financial planning
Australian Financial Services will look to a series of strategic alliances to boost referrals to its network of advisers after signing an initial deal with a national mor...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...