FINANCIAL PLANNING ASSOCIATION
Financial planning
The so-called ‘superannuation funds bank’, Members Equity, has issued a statement warning consumers against being sold into reverse mortgages by financial planners....
Financial planning
The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...
Financial planning
Neil Kendall, Brisbane-based financial planner and fee-for-service advocate, has taken out the top prize in the 2006 Money Management/Advance Financial Planner of the Yea...
Financial planning
In a first for the finance industry, The Risk Store has launched what it calls a ‘webinar’ series covering life risk insurance....
Financial planning
A strong belief in the value of strategy advice rather than product advice, combined with a passion for managing clients’ financial affairs in a proactive manner, helped ...
Financial planning
THE deadline for the financial planning sector to propose changes to the controversial wording of draft Corporations Act Regulation 7.6.02AAA fells yesterday (November 30...
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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...