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FINANCIAL PLANNING ASSOCIATION
Financial planning
The Financial Planning Association (FPA) chief executive, Mark Rantall, has pointed to the fact that many industry fund planners are members of the FPA....
People & Products
Yellow Brick Road has appointed a new chief executive, while at the same time formalising its strategic alliance with Nine Entertainment Group....
Financial planning
The FPA has accused the ISN of conducting a politically motivated campaign to drive competition out of the planning industry....
Policy & Regulation
Many financial planners have already decided that the legislation that emerges from the Government's Future of Financial Advice (FOFA) changes will be unacceptable and ru...
Financial planning
An increase in the number of professional indemnity (PI) insurance claims over the past few years is affecting the price and availability of PI insurance for planning fir...
Editorial
Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...
Editorial
Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...
Editorial
Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....
Financial planning
AMP has launched a financial planning-focused 'university challenge' aimed at giving university students greater access to the financial planning profession....
Financial planning
Education has become a buzzword in the financial services industry. Angela Faherty takes a look at what the industry is doing to improve standards. ...
Financial planning
Despite a number of software developers and platform providers flagging plans to introduce opt-in facilities, the financial planning community claims automating the proce...
Financial planning
Suncorp-owned dealer group Guardian Financial Planning has formed a partnership with the Association of Financial Advisers (AFA), joining the AFA's Licensee Partnership P...
Financial planning
The mooted penalties that could apply to breaches of components of the Government's Future of Financial Advice (FOFA) reforms have drawn criticism from across the industr...
Financial planning
The mooted penalties that could apply to breaches of components of the Government's Future of Financial Advice (FOFA) reforms have drawn criticism from across the industr...
Financial planning
The current wave of regulatory reforms in financial services and focus on professionalism could lead to a structural shift in financial services education, with a focus o...
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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...