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FINANCIAL PLANNING ASSOCIATION
Financial planning
For the first time in its 21-year history, a woman has been awarded the Money Management Financial Planner of the Year (FPOY) title, with Anne Graham being announced the ...
Financial planning
Advisers searching for an alternative pricing model to commissions should avoid charging hourly rates, according to the managing director of Elixir Consulting, Sue Viskov...
Financial planning
Bennelong Funds Management chief executive Jarrod Brown calls on boutiques to build sustainable business models....
Financial planning
The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen, said any future regulatory change will be guided by the need to provide high quality f...
Financial planning
Financial planners need to make referrals a mainstream part of their businesses and develop frameworks to obtain referrals, according to consultant David Phelan....
Financial planning
New system will allow payment of fees by a range of methods from credit card through to direct debit....
Financial planning
Financial advice is now rated as the most valuable employee benefit, particularly among people over 50, according to Mercer's David Anderson. Meanwhile, FPA chief Jo-Anne...
Financial planning
Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...
Financial planning
ASIC has defined the number of clients lost by financial planners last financial year....
Financial planning
FPA Board endorses commissions shift....
Editorial
In the wake of recent corporate scandals and the global financial crisis, Ray Griffin asks whether the label ‘financial planner’ has become a burden to the industry....
Editorial
Doug Turek describes how bonds can be used as an easy-to-drive vehicle to a successful retirement....
Financial planning
A single national financial planning disciplinary committee should be established to replace the disparate committees of the industry associations, according to Anthony V...
People & Products
AMP Financial Services director appointed chair of Future2 Foundation....
Editorial
Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...
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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...