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FINANCIAL PLANNING ASSOCIATION
Financial planning
For many years the Australian Securities and Investments Commission (ASIC) has been urging the financial services industry to take a greater self-regulatory role in compl...
Financial planning
Some financial planners are taking “a ridiculous risk” when constructing client portfolios, according to Professional Investment Services chief executive Robbie Bennetts....
Financial planning
The collapse of property scheme Australian Capital Reserve (ACR) yesterday has not resulted in significant calls from distressed consumers to financial services or legal ...
Financial planning
Industry associations broadly welcomed the introduction of the Simpler Regulatory System Bill into the House of Representatives yesterday....
Policy & Regulation
While the FPA is generally happy with the Federal Budget, chief executive Jo-Anne Bloch would like to see financial planning advice fees made tax deductible....
Financial planning
Australia is confronted by a shortage of financial planners capable of leading to spiralling levels of remuneration, according to the executive director of the Investment...
Financial planning
The Association of Financial Advisers is preparing to launch its own version of the Financial Planning Association’s Certified Financial Planner designation....
Financial planning
The Financial Planning Association has established a professional indemnity insurance broker panel to enhance the level of PI insurance support it offers members....
Financial planning
Insurance information website the risk store has launched a training program for life risk advisers and insurers describing the initiative as a first for the insurance in...
Financial planning
AMP Financial Planning will undertake a two step revamp process of its Buyer of Last Resort (BOLR) offer in a move the financial services giant hopes will eliminate real ...
Financial planning
Bluestone Equity Release is to offer financial services professionals a Sequal (Senior Australians Equity Release Association of Lenders) accredited training course addre...
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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...