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FINANCIAL PLANNING ASSOCIATION
Financial planning
The administrative side of the move to fee-for-service is now the easy part of the puzzle as more administrative service providers evolve to meet demand. ...
Financial planning
The Australian financial planning industry is leading the world in education standards, according to Financial Planning Standards Board (FPSB) chief executive Noel Maye....
Editorial
A change in the Financial Planning Association's leadership may be for the better, writes Mike Taylor....
Editorial
Financial Services is fraught with conflicts of interest, says Robert Keavney. But the regulatory focus on these problems means that financial planning has a bright futur...
Financial planning
The Financial Planning Association (FPA) has officially launched its anonymous reporting facility, FPA Confidential....
Financial planning
The Association of Independently Owned Financial Planners' status as an industry association is being questioned as it moves to revive an investment administration servic...
Financial planning
The Financial Planning Standards Board's (FPSB's) goal is to promote higher standards so financial planning is recognised as a distinct profession similar to accounting, ...
Editorial
Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....
Financial planning
The Financial Planning Association's (FPA’s) Job Board attracted over 1,500 visitors in one week, demonstrating the need for such a portal, said FPA chief executive Jo-An...
Financial planning
Independent financial planning practices concerned about moving away from a commission-based fee structure should speak to clients individually to work out a case-by-case...
Financial planning
A poll conducted by Money Management has revealed strong support for stricter penalties being imposed against recalcitrant advisers....
Financial planning
The principals and directors of financial planning practices will need to ensure they, their planners and their employees have appropriately nominated the superannuation ...
Financial planning
The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....
Financial planning
The lack of professionals specialising in estate planning in Australia will cause a huge problem for the financial planning industry as their wealthier baby boomer client...
Financial planning
Recent action in the NSW Supreme Court over the status of Adviser Service Fees when authorised representatives change licensees appears to have raised more questions than...
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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...