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Financial planning
Anyone who was surprised by the official line of IFSA on the question of intra-fund advice has now had a reality check....
Financial planning
Few financial planners appear to be fully embracing the Financial Planning Association's latest short-form Statement of Advice sample despite high praise for the FPA lead...
Financial planning
Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports....
Financial planning
Unprofessional advice can be put down to inadequate training, poor supervision, product complexity, ineffective research, product biases and association rather than remun...
Financial planning
The Financial Planning Association has responded to a decision by Association of Independently Owned Financial Planners (AIOFP) not to use its Continuing Education assess...
Financial planning
ComCorp has acquired a stake in the financial planning practice headed by the chair of the Financial Planning Association, Julie Berry....
Financial planning
The Australian Securities and Investments Commission has issued class order relief that will allow super fund members to receive advice from their fund....
Financial planning
The Financial Planning Association is canvassing its members on their exposure to failed agribusiness managers Great Southern and Timbercorp....
Financial planning
CPA Australia has warned that the way planners are remunerated should be left to the industry to determine because governments should not set markets....
Financial planning
The UK's Financial Services Authority has moved to ban commission payments by 2012, a move echoing the changes taking place in the Australian financial services industry....
Financial planning
The various committees within the Investment and Financial Services Association (IFSA) have outlined their policy priorities for the 2009-10 financial year. The following...
Financial planning
The industry funds campaign against financial planners' commissions may benefit the retail funds sector, writes Robert Keavney....
Financial planning
Large financial services institutions, with the resources available to present a strong lobbying front, may dominate the current parliamentary inquiry into the industry, ...
Life/Risk
The Association of Financial Advisers has welcomed the exclusion of insurance from the Investment and Financial Services Association's new superannuation charter....
Financial planning
Consistent with industry moves to phase out commission-based remuneration models for financial planners, a recent report shows advisers have increasingly opted for fee-fo...
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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...