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FINANCIAL PLANNING INDUSTRY
Financial planning
“Broad-brush” critics of the financial planning industry have had their disapproval blunted by a new survey, which found a growing number of consumers believe the quality...
Financial planning
RetireInvest is on the road to recovery following recent adviser losses, with the dealer group recruiting three new proprietors to boost its franchise numbers to 87 with ...
Financial planning
Sydney planning firm Money Solutions has entered into a partnership with REST to provide financial advice to its 1.5 million members....
Financial planning
The Federal Opposition has criticised the corporate regulator for not going far enough in what is already being perceived by the industry as too harsh an assessment of fi...
Financial planning
The corporate regulator’s 12-page example SOA has been welcomed by the FPA, but criticised by the Federal Opposition for still being too long....
Financial planning
The FPA has denounced harsh criticism of its highly anticipated $3 million advertising campaign by the AIA as hastily constructed, ill-informed and biased....
Financial planning
The demand for trainee advisers is increasing, according to the latest Hays Banking Quarterly Recruitment Forecast....
Financial planning
A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...
Financial planning
The FPA has stepped up the pressure on its members over soft dollar payments, asking them to prove they are complying with a new code of conduct....
Financial planning
If anyone had any doubt about how conflicts of interest, whether real or perceived, are impacting on the image of financial planners, then they only had to listen to a sp...
Financial planning
By world standards, ASIC keeps advisers on a very short leash. But across the Tasman, financial intermediaries are subject to fewer restrictions. Late last year, New Zeal...
Financial planning
In 2007, the Financial Planning Association of Australia (FPA) will set a global precedent by requiring all advisers wishing to gain its senior qualification, Certified F...
Policy & Regulation
Bridges Financial Services has won a resounding victory in its payroll tax dispute with the NSW Government, dodging a multi-million dollar tax bill in a decision that wil...
Financial planning
The credibility of the financial planning industry will once again be put under the microscope following the release of a report which claims advisers are overwhelmingly ...
Financial planning
Proposed changes that could shorten the length of disclosure documents and bring much needed relief from burdensome Statement of Advice (SOA) requirements have been endor...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...