FINANCIAL PLANNING ASSOCIATION
Financial planning
The need to build a growing and sustainable business has emerged as a key concern for financial planners who attended the Financial Planning Association’s professionals c...
Editorial
Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...
Superannuation
IFM states new name is better representation of its work and customers. ...
Life/Risk
Risk commission concerns have blocked discussions about client trust and appropriate selling of risk insurance...
Financial planning
FPA chief executive calls on CFP members to actively promote designation. ...
Financial planning
Twenty per cent lower practice valuations are the way of the future, says Seaview Consulting director Bob Neill....
Financial planning
Financial planners in regional Australia share many of the challenges faced by those in metropolitan areas, writes Jason Spits, but technology has helped overcome the tyr...
Financial planning
The Financial Planning Association has entered into an agreement with industry super fund Cbus to pilot a referral service. ...
Financial planning
ISA and AIST call for simpler process around lifting advice qualification standards....
Financial planning
FPA recommends creation of stakeholder body to drive education standards....
Superannuation
Only two in five Australians currently receive qualified financial advice, according to a recent survey conducted by the Financial Planning Association....
Editorial
Just days will separate two key conferences aimed at financial planners and advisers next month, but Mike Taylor writes that success or failure will not be judged solely ...
Financial planning
The FPA’s Ask an Expert initiative received more than 90 requests this year, which points to a stronger-than-ever need for financial advice, the association says....
Financial planning
ASIC’s senior executive leader Ged Fitzpatrick has defended the role of fast-tracked pre-election regulatory change in the wake of RG148....
Financial planning
The Fold Legal launches three new online learning modules in its Financial Advice Series....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...