FINANCIAL PLANNING INDUSTRY
Financial planning
The Financial Planning Association’s (FPA) attempt to set up its own in house professional indemnity (PI) insurance scheme for members has suffered a setback as a result ...
Financial planning
Following its recent damning report into the planning industry, ASIC is pledging to come down hard on wayward planning groups, but some say the watchdog is overstepping t...
Financial planning
The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....
Financial planning
The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....
Financial planning
The findings of the Australian Consumers’ Association (ACA) report came as no great surprise to Money Management’s regular columnists....
Financial planning
Australia’s chief standards setting organisation, Standards Australia, has weighed into the debate about the quality of financial planning advice by revealing plans to de...
Financial planning
The Australian Securities and Investments Commission (ASIC) has imposed an additional condition to the dealers’ licence of Lifespan Financial Planning following concerns ...
Financial planning
The financial planning industry is expecting a rush of applications for licenses under the new Financial Services Reform Act (FSRA) after the announcement of special capi...
Financial planning
The Federal Government has rebuffed calls by the Australian Consumers Association (ACA) for superannuation choice legislation to be delayed in the wake of the release of ...
Financial planning
Financial services education provider, IntegraTec, has released the latest in its series of financial planning training courses, calling for a greater concentration on co...
Financial planning
The Australian Securities and Investments Commission (ASIC) has continued with its crackdown on the financial planning industry, permanently banning two more people from ...
Editorial
In the past 12 months Singapore’s financial services industry has begun to swell as Australian groups spread their wings into Asia. As Kate Kachor reports, Singapore is n...
Financial planning
Confucius once said: “May you live in interesting times”. Ray Miles says he must have been talking about Financial Services in 2002....
Financial planning
The former managing director of Morningstar Australia, Graham Rich, has formed a new association for dealer group and master trust researchers....
Financial planning
It may seem strange to unpack your bags at an Australian Financial Planning Association (FPA) annual convention only to hear that most of the keynote speakers will be for...
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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...