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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

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

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

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So we are now underwriting criminal scams?...

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

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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...

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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 ...

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