FINANCIAL PLANNING ASSOCIATION

Financial planning

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Financial planning

The Investment and Financial Services Association will this week release the results of research revealing a distinct improvement in consumer sentiment towards financial ...

Financial planning

Publishing house, brillient!, the company that produces the PortfolioConstruction Journal and annual conference, has made its debut on Internet TV delivering investment r...

Editorial

Paraplanning deserves recognition in its own right as a chosen profession rather than as a transition to becoming a financial planner, according to Brigitte Forbes, senio...

Financial planning

Research undertaken by BT Financial Group covering investor behaviour over most of the past 30 years is continuing to confirm that women tend to make better investment de...

Financial planning

The chairman of the Australian Securities and Investments Commission, Jeffrey Lucy, has urged the Financial Planning Association to put in place its own disciplinary proc...

Financial planning

Asgard Wealth Solutions is looking to its new online practice management tool AdviserNETgain as a vehicle of growth for its financial planning arm Securitor....

Financial planning

Magnitude Financial Planning, the dealer group owned by BT Financial Group, has launched a new computer-based application that will automate the marketing process for adv...

Financial planning

In the scope of the Government’s proposed changes to financial services regulation is the compliance burden surrounding Statements of Advice and personal advice, an issue...

Editorial

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Financial planning

The Financial Planning Association is keenly anticipating a national regulatory regime for mortgage broking, saying it may only be weeks away from public consultation fol...

Financial planning

The Government’s plan to make professional indemnity insurance mandatory for financial planners has received a lukewarm response from the Financial Planning Association o...

Editorial

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Editorial

Less than half a year into her term as the chief executive of the Financial Planning Association, Jo-Anne Bloch has already proved she is prepared to listen to members an...

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