FINANCIAL PLANNING
Editorial
Ray Griffin looks at the recent changes made by the Financial Planning Association and considers the impact they will have on the financial planning community in Australi...
Editorial
As the debate surrounding tertiary education for financial planners moves from whether it should be compulsory to what degree should count, Ashleigh McIntyre writes that ...
Financial planning
The University of New England has signed an articulation agreement with RG 146 training provider, Mentor Education Group, allowing Mentor graduates to knock up to 42 per ...
Financial planning
ANZIIF warns that lifting the bar on financial planning qualifications may be an overreaction to having set it too low....
Financial planning
Financial planners will be closely watching the discussion and debate surrounding the Future of Financial Advice (FOFA) reforms....
Financial planning
The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...
Financial planning
A joint move by ASIC and APRA to suspend Trio Capital (formerly Astarra Capital) as trustee of four superannuation funds and a pooled super trust generated significant co...
Financial planning
Academic urges development of new tertiary-based minimum standards for financial planners....
Editorial
To be regarded as a serious profession, the industry must differentiate between properly qualified financial planners and those with lesser qualifications, writes Mike Ta...
Editorial
The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...
Financial planning
Notwithstanding the criticisms that have been directed at the FPA and the course it has charted, outgoing FPA chief Julie Berry believes the FPA’s direction has alw...
Editorial
The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....
Financial planning
Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of this year's Money Management Financial Planner of th...
Financial planning
The Board of the Financial Planning Association has proposed significant changes to the make-up of the association, which would see individual financial planners given pr...
Financial planning
FPA makes possession of a relevant degree mandatory for membership from 2013....
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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...