FINANCIAL PLANNING ASSOCIATION
Editorial
Paul Barrett commends the Future of Financial Advice recommendations but warns that the annual renewal requirement will create more risk for investors....
Financial planning
A number of the weaknesses in smaller financial planning firms are rooted in a lack of understanding of their target client base, according to practice management consult...
Editorial
Financial planning is about more than selling investment products, says Ray Griffin. It is about establishing long-lasting client relationships....
Financial planning
The Financial Services Institute of Australasia (Finsia) has launched a new professional designation for the financial services industry, one that could test the relevanc...
Editorial
With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....
Financial planning
The 'opt in' provisions for continuing advice and professional indemnity insurance were just two of the key issues tabled at the AFA Leadership Licensee Forum this week....
Financial planning
Deborah Koromilas yesterday resigned from her position of executive leader for financial advisers with the Australian Securities and Investments Commission....
Financial planning
The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) are keen to have representation on the Future of Financial Advice expert advisory pan...
Financial planning
Offshore conferences are still in vogue for a number of the country's biggest dealer groups, with many using them as rewards and incentives for high revenue generating ad...
Financial planning
The Senior Australians Equity Release Association of Lenders (SEQUAL) is working with Treasury and industry organisations to develop cost-effective financial advice regar...
Financial planning
The advice industry needs to improve its efforts in exposing rogue advisory practices if it is to avoid taking any more collective hits to its reputation....
Financial planning
Task force established to implement recommendations around financial services hub....
Editorial
Sean Graham dissects the arguments made by industry super funds and some financial planners of the commissions-based remuneration of insurance in recent issues of Money M...
Financial planning
Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....
Financial planning
Dealer groups are continuing to support calls for a unified industry voice despite concerns about how a potential merger between the FPA and the AFA would work....
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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...