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FINANCIAL PLANNING ASSOCIATION
Life/Risk
The way professional indemnity (PI) underwriters assess a financial planner's risk coupled with ambiguous regulatory guidelines means a fresh approach to product regulati...
Financial planning
Retail clients do not give too much thought to the remuneration model their financial planner operates on, but fee for service provides transparency and value, according ...
Financial planning
The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....
Financial planning
The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....
Financial planning
Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....
Financial planning
Rice Warner will present a submission explaining how it arrived at the contentious $11 per client cost of opt-in that was quoted by Financial Services Minister Bill Short...
Policy & Regulation
The Federal Government would be likely to garner grudging (but majority) financial planning industry support for its Future of Financial Advice (FOFA) legislation if it w...
Policy & Regulation
OnePath has announced the launch of the Valuing Advice for Growth program, the first in a series of initiatives the platform is unveiling in order to support aligned deal...
Financial planning
Reverse mortgages have largely been ignored by financial planners and mortgage brokers, with the product supply rapidly shrinking over the years. Milana Pokrajac finds th...
Financial planning
Despite moves in the industry to remove perceived conflicts of interest, questions still remain about 'buyer of last resort' (BOLR) contracts between dealer groups and th...
Rate the raters
Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...
Superannuation
The Government's apparent favouritism of industry superannuation funds is attracting increased criticisms from the financial planning industry including, most notably, th...
Financial planning
The growing number of financial planners undertaking the Certified Financial Planning (CFP) accreditation will lift the standard of the advice industry as a whole, accord...
Financial planning
The Federal Government needs to start treating the Industry Super Network (ISN) and other elements of Industry Fund Services as what they really are - elements of a verti...
Policy & Regulation
Financial planners are set to maintain their lobbying against the Government's FOFA proposals....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...