FINANCIAL PLANNING INDUSTRY
Financial planning
Financial planning practices have reached a stage that I would describe as mature. However, financial planning businesses are struggling to deal with an old business mode...
Financial planning
While many in the financial planning industry are keen to buy into technology systems and forgo the agony of building their own system from scratch, Fiducian Portfolio Se...
Accounting
MLC is pushing for its advisers to make greater inroads into the corporate superannuation market to counter the growing threat of accountants moving into the financial pl...
Financial planning
Financial planners are beginning to feel the pinch of unmet client expectations, as the downturn on the world’s share markets shows no signs of abating....
Financial planning
The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have joined forces to warn the Australian Prudential Regulation Auth...
Financial planning
A serious rift is developing between consumers and the financial planning industry over the release of a damning report criticising the quality of financial planning advi...
Financial planning
The financial planning industry will face a wave of criticism after the release today of a damning report on the quality of financial planning advice....
Financial planning
New continuing professional development (CPD) requirements for Financial Planning Association (FPA) practitioner members have been announced involving changes to the CPD ...
Financial planning
The financial planning industry is bracing itself for another attack on its credibility ahead of the release of a damning report expected to call for Government intervent...
Financial planning
Van Eyk Research has one a contract to act as the asset consultant over $6.7 billion worth of funds managed by Zurich Financial Services....
Financial planning
The Australian Securities and Investments Commission (ASIC) has add further conditions to the dealer’s licences held by two financial planning groups....
Financial planning
A former AMP financial adviser, Laurence John Tobin, has been sentenced to two and a half years jail after pleading guilty to charges laid by the Australian Securities an...
Financial planning
The middle is dropping out of the financial planning industry as medium sized financial services groups continue to decline in numbers through mergers and consolidation, ...
Financial planning
The Financial Planning Association (FPA) has admitted that its membership base suffers serious weaknesses in the key areas of disclosure, training, risk management and ad...
Financial planning
Half of those working within the financial planning industry believe there is a crisis of investor confidence in the sector, according to a Securities Institute survey....
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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...