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FINANCIAL PLANNING ASSOCIATION
Financial planning
In 2007, the Financial Planning Association of Australia (FPA) will set a global precedent by requiring all advisers wishing to gain its senior qualification, Certified F...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Financial planning
The credibility of the financial planning industry will once again be put under the microscope following the release of a report which claims advisers are overwhelmingly ...
Financial planning
The Financial Planning Association’s (FPA) new professional indemnity (PI) insurance facility has proved its worth, demonstrating that it could save members 15 per cent o...
Financial planning
Proposed changes that could shorten the length of disclosure documents and bring much needed relief from burdensome Statement of Advice (SOA) requirements have been endor...
Financial planning
Love him or loathe him, you have to admit there is something about Virgin boss Richard Branson....
Financial planning
Virgin Super will reveal no more details of its pricing or product range until the Richard Branson-owned venture launches, at the same time as choice-of-fund laws come in...
Financial planning
Switching for switching’s sake in the new choice of funds environment has been discouraged by the Financial Planning Association, which claimed yesterday that in most cas...
Financial planning
The planning practice of former Financial Planning Association board member Laura Menschik has joined forces with two other boutiques to set up a new business combining f...
Financial planning
Will choice offer you the opportunity to generate more business? That kind of depends. Various reports have suggested few members, maybe around 10 per cent, are likely to...
Financial planning
Many investors will remain ignorant of the soft-dollar payments received by advisers under the new industry Code of Practice for their disclosure, according to the Austra...
Financial planning
Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....
Editorial
With the recent announcement of new player Virgin Super came a flurry of reaction from the Australian industry. Mike Taylor reports....
Financial planning
Imagine what would happen if the government allowed major pharmaceutical companies to set up general practitioner practices and pay GPs trail commissions on they drugs th...
Financial planning
The Australian Securities and Investments Commission has released the definitive guide to what it expects from advisers who switch clients’ super funds under the pending ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...