FINANCIAL PLANNING ASSOCIATION
Financial planning
The former chairman of the Financial Planning Association (FPA), Ray Griffin, has decided to leave the high profile Gunther Doyle Griffin planning group....
Financial planning
Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...
Financial planning
FINANCIAL Planners could be forced to show in Product Disclosure Statements (PDSs) all the fees and commissions they receive from selling funds management products under ...
Financial planning
MELBOURNE-based Kevin Bailey has been rated Australia’s top financial adviser under a new system of ranking planners released by the Adviser Ratings group this week....
Financial planning
There is a saying that old advisers never die, they just re-write their life insurance policies....
Financial planning
Only those living under a rock can claim unfamiliarity with the dismal financial predictions for today’s workers....
Financial planning
THE ASSOCIATION of Financial Advisers (AFA) will join the ranks of financial planning educators after linking up with Integratec to develop a series of training courses f...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Financial planning
A MAJORITY of Queensland-based financial planners would prefer to listen to other planners and individuals with their own practices at industry conferences, according to ...
Financial planning
The majority of high-net worth individuals reject the financial planning qualifications available from Australia’s major professional associations when it comes to choosi...
Financial planning
THE RECENTLY launched Boutique Financial Planning Principal Group (BFPPG) has almost doubled its membership in its first month of existence since launching at the end of ...
Financial planning
As KATE KACHOR reports, planners are hitting the books like never before as they strive to become FSR compliant....
Financial planning
The Financial Planning Week national call centre has become a central awareness campaign for both the financial planning industry and the public alike....
Financial planning
In the coming weeks more focus will be placed on the end of the financial year and the part planners can play in formulating effective year end tax strategies....
Financial planning
From an early age, Kevin Bailey knew he wanted to be involved in financial services. However, when you’re a teenager and there is no such occupation as a financial planne...
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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...