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FINANCIAL PLANNING INDUSTRY

Financial planning

The Financial Ombudsman Service has introduced new services and staff in a bid to improve its engagement with financial planning members....

Financial planning

DKN has foreshadowed further growth on the back of a solid profit result. ...

Editorial

To be recognised as true professionals, financial planners need the equivalent of a degree qualification. The FPA's Certified Financial Planner designation is not enough,...

Financial planning

Financial planning industry bodies must be careful taking sides during the election campaign - but at the same time they must continue stating their positions, writes Mik...

Financial planning

With commissions in super now on the way out, it's time for the public relations campaign run by industry funds to end, according to the principal of business broking fir...

Editorial

The financial planning industry should be paying more attention to female advisers - as well as female clients....

Financial planning

Major firms represented in new accountant planner group....

Financial planning

Contrary to the concerns of many in the financial planning industry, the vast majority of phone-based intra-fund advice services offered by industry funds are manned by f...

Editorial

Since there is bipartisan support for the removal of commissions from planner remuneration, the outcome of a Federal Election will not change the fact that commissions ar...

Editorial

The electoral cycle has overtaken the Government's agenda to change the financial planning industry and, as Mike Taylor reports, the ultimate outcome will be dictated by ...

Editorial

Paul Barrett commends the Future of Financial Advice recommendations but warns that the annual renewal requirement will create more risk for investors....

Editorial

Financial planning is about more than selling investment products, says Ray Griffin. It is about establishing long-lasting client relationships....

Editorial

With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....

Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) are keen to have representation on the Future of Financial Advice expert advisory pan...

Editorial

The failures of various agribusiness managed investment schemes have created problems for the planning industry....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 4 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 5 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 2 days ago