FINANCIAL PLANNING INDUSTRY
Financial planning
Shadow shoppers seeking financial planning advice for ASIC’s current shadow shopping campaign are no longer at large....
Financial planning
How to value a financial planning practice? Read this article to get better insight into the financial planning business valuation process in Australia....
Financial planning
The Financial Planner of the Year Award is now in its 19th year. All nominees are required to submit entries which demonstrate their career achievements, input to the fin...
Financial planning
Genesys Wealth Advisers has become one of the few financial planning dealer groups to add an industry superannuation fund to its recommended list....
Financial planning
The Institute of Chartered Accountants has called on the Federal Government to make some financial planning fees tax deductible and to address superannuation and business...
Financial planning
Abstract Long...
Financial planning
The unprecedented influence that the Financial Planning Association’s (FPA’s) chief executive Kerrie Kelly has had over the financial planning profession in the last 12 m...
Financial planning
Federal Government moves to cut the compliance burden on the financial planning industry could backfire, creating more questions than answers for advisers....
Financial planning
An undergraduate degree covering accounting, taxation and financial advising will be offered by the University of Western Sydney from next year, adding an entry point to ...
Financial planning
There is much irony in the fact that most advisers can not agree on what a financial planning business is worth....
Financial planning
Dale who? He may not be a household name, but as the lead plaintiff in a class action against dealer group Financial Wisdom, he has sent ripples across the financial plan...
Financial planning
In just a year, Kerry Kelly has made some tough choices in a bid to revitalise the FPA....
Financial planning
Tasmanian financial planner Brendan Moore could still escape criminal conviction when he is sentenced by a Federal judge on November 2, even though he pleaded guilty to t...
Financial planning
Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...
Financial planning
Former Sydney City Councillor Kathryn Greiner will step down as chair of the FPA after one year at the top of the industry body....
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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...