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Financial planning
The newly formed Financial Planners Education Association (FPEA) is set to launch its proposed constitution, says chair of the steering committee Gwen Fletcher....
Financial planning
The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...
Financial planning
There is no doubt that the past decade has been buoyant times for retail financial services industry participants, many of whom have filled their own coffers to the brim....
Financial planning
America’s recently formed Financial Planning Association has had a turbulent year in membership numbers, with those leaving almost matching those joining....
Financial planning
There is no doubt that the past decade has been buoyant times for retail financial services industry participants, many of whom have filled their own coffers to the brim....
Financial planning
One of the highlights of last year’s FPA Conference in Melbourne was a presentation by respected planner Ian Heraud. The tape of his session ended up being the most keenl...
Financial planning
The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...
Financial planning
It is no coincidence that the new Financial Planning Association chairman is also one of Australia’s top planners. Nicole Szollos explores the new directions John Hewison...
Financial planning
The panel of judges that award Australia’s premier financial planning industry accolade is made up of some of the most respected names in the business....
Financial planning
Two weeks ago the Minister for Financial Services Joe Hockey released a press statement which said the Financial Services Reform Bill (FSRB) had been halted indefinitely....
Financial planning
A new generation of financial planning groups is driving change in the industry, forcing existing planners to start valuing their clients and fighting for their loyalty, ...
Financial planning
As a teenager, John Wotherspoon was uncertain about which career path to follow. After being taken by his father to seek the guidance of a career’s adviser, Wotherspoon w...
Financial planning
It is now four years since George Flack won the Money Management Financial Planner of the Year. Jason Spits caught up with the high profile planner in a brief reprieve fr...
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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...