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FINANCIAL PLANNING ASSOCIATION
Editorial
The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains....
Financial planning
The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....
Financial planning
The Financial Planning Association has launched a new consumer website called FPA Difference as part of Financial Planning Week, which ends this coming Sunday....
Financial planning
Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....
Financial planning
Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....
Editorial
Mike Taylor writes that when FSC chief executive John Brogden announced the framework of new claw-back provisions around the sale of life policies, he reignited a debate ...
Life/Risk
Synchron has slammed the FSC's new life insurance churn policy as "disgraceful"....
Financial planning
Both the AFA and FPA have questioned the three-year clawback period outlined in the FSC's new life insurance sales policy. ...
Life/Risk
Financial Services Council chief executive John Brogden has announced a new life insurance sales policy revolving around the clawback of commissions if a policy lapses in...
Financial planning
ASIC said it is currently unable to provide clarity on some key licensee concerns....
Editorial
Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...
Policy & Regulation
Some question the background of key ASIC personnel handling FOFA regulatory development....
Financial planning
The Financial Planning Association has reminded planners that there is one week left to enrol in the current semester's CFP intake, adding that enrolment numbers continue...
Financial planning
Matthew Rowe will stay on as chairman of the Financial Planning Association board for another two-year term until November 2014....
Financial planning
<br> <strong>1. Differentiate yourself by becoming a CFP<sup>®</sup> professional</strong><br><br> The CFP certification program enhances your personal brand as a profess...
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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...