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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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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