FINANCIAL PLANNING INDUSTRY
Life/Risk
As Rhonda Virtue writes, it is essential that members are educated about the impact of choice on insurance....
Financial planning
Paul Resnik goes in search of some of the answers to the problems currently facing the financial planning profession....
Financial planning
The Australian Securities and Investments Commission will seek indirect influence in regulating real estate ‘get-rich-quick’ schemes when it releases findings from an ind...
Financial planning
The Australian Stock Exchange (ASX) has appointed Jillian Segal, former commissioner and deputy chair of the Australian Securities and Investments Commission (ASIC), as a...
Financial planning
Australian Liberal Party Senator John Watson has backed away from comments he made two weeks ago in which he said he hoped financial planners would one day become superfl...
Financial planning
Australian Liberal Party Senator John Watson has criticised the financial planning industry, labelling it one of the significant weaknesses in Australia’s superannuation ...
Editorial
The industry is full of elephants, says Rob Keavney, but the elephants’ days are numbered....
Financial planning
Recent legislation is set to revamp the South African financial planning industry. Craig Phillips reports....
Financial planning
As the call for professional standards echoes around Asia, various industry bodies are lining up for a piece of the action. Ben Abbott reports....
Financial planning
LARGE financial planning groups must reconsider the structure and culture of their businesses to avoid losing clients to more adaptable and individually focused smaller i...
Financial planning
The Financial Planning Association (FPA) today launched its Professional Partners initiative in a bid to raise public confidence levels in the industry, and has appointed...
Financial planning
Negotiations between the Financial Planning Association (FPA) and Zurich London over setting up the association’s own in-house professional indemnity (PI) insurance schem...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has released a position paper slamming the industry over conflicts of interest and calling for greater l...
Financial planning
The complexity of financial planning has become a burden, however, as Prue Moodie writes, one suggestion may provide the answer, though it may not be warmly received....
Editorial
Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...
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MARKET INSIGHTS
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...