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FINANCIAL PLANNING ASSOCIATION
Financial planning
The Financial Planning Association (FPA) has reassured its members that its proposed strategic plan will address member discontent with several aspects of the FPA’s polic...
Financial planning
The Federal Treasury appears to have left open the question of a statutory compensation scheme covering financial planners, with a review due for completion in January st...
Financial planning
A panel of senior financial planners has warned that ‘opt-in’ will drive up costs and abrogate the fundamental relationship between advisers and clients....
Editorial
With the Gillard Government believed certain to impose client 'opt in' arrangements on financial planners, Mike Taylor writes that some serious questions are being asked ...
Financial planning
The independents in the House of Representatives have become the target of lobbying efforts on the part of the financial planning industry....
Financial planning
In an attempt to comply with industry standards, many financial planning groups have been over-reporting on their alternative remuneration registers, causing the Financia...
Financial planning
Questions have been raised about the motives of industry superannuation funds offering financial planning services, with the industry defending itself against suggestions...
Financial planning
Different opinions have emerged about whether advice around equity release products such as reverse mortgages should come from financial advisers or mortgage brokers....
Editorial
Financial planners may be upset with Club Plus' Paul Cahill for some of his recent comments, but they should embrace his acknowledgement of the value of advice, Mike Tayl...
Editorial
Another round of research aimed at defining the attitudes of financial planners appears to have confirmed the existence of a generational divide on some of the key questi...
Superannuation
Representatives of some financial planning industry bodies have expressed anger over the lack of planner representation on the newly formed Stronger Super Peak Consultati...
Editorial
Milana Pokrajac takes a look at recruitment in the wake of the GFC and considers the impact this has had on the job market....
Editorial
With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...
Policy & Regulation
The legislative changes evolving from the Future of Financial Advice (FOFA) reforms may force the Federal Government to finally move on the tax treatment of legacy financ...
Financial planning
A Hillross business has been awarded the Advisory Firm of the Year accolade by the dealer group for its ‘future-proof’ business model....
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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...