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FINANCIAL PLANNING
Financial planning
Some planners are worried that PI requirements risk compromising best interest allocations....
Financial planning
The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....
Financial planning
Financial planning licensees need to take a close look at their Approved Product Lists (APLs) to ensure they are sufficiently broad, according to Minter Ellison partner R...
Financial planning
Engaging inactive clients will be one of the biggest challenges facing financial advisers in the post-FOFA world, according to executive general manager of advice and mar...
Superannuation
Time is running out for financial planners and accountants working in the SMSF space to make crucial decisions before legislative changes come in, according to SPAA....
Financial planning
In a bid to promote financial planning, members of the FPA will use an online forum to answer financial questions put by the Australian public....
Financial planning
While the ultimate shape of FOFA might depend on who wins the next Federal election, financial planners will have a busy year ahead nevertheless, writes the FPA’s Dante D...
Financial planning
Some older planners are refusing to sell and instead choosing to live off their commissions income indefinitely, according to Kenyon Partners chief executive Paul Tynan....
Financial planning
The National Australia Bank's (NAB's) proposed customer service model will be "beneficial" to most of its financial planners, according to MLC advice and marketing execut...
Editorial
Mike Taylor argues that if financial planners are to follow a template for becoming a profession, they should choose medicine over the law....
Financial planning
The Finance Sector Union (FSU) has expressed concerns around proposed changes to the remuneration model for National Australia Bank (NAB) financial planners....
People & Products
Infocus Group founder Darren Steinhardt will assume the role of chairman following the departure of Barrie Adams at the company's December board meeting....
Financial planning
FPA chief executive Mark Rantall counters Federal Opposition doubts by arguing there is a genuine need to enshrine the term 'financial planner/adviser' in law....
Editorial
Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...
Editorial
2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...