FINANCIAL PLANNING ASSOCIATION
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...
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
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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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...