FINANCIAL PLANNING
Financial planning
Genesys business Aspire2 has purchased the client books of BOQ businesses StateWest Finanical Planning and Home Financial Planning....
People & Products
Libby Roy has been appointed as ipac's general manager, financial planning, starting from April 12....
Financial planning
CFS Custom Solutions has entered into a white label agreement to provide a platform solution for Guardian Financial Planning....
Financial planning
The outgoing chief executive of the Financial Planning Association, Jo-Anne Bloch, has criticised the three government reviews as a "hodgepodge" of issues and pointed to ...
Financial planning
The FPA has gained membership ground after a loss in numbers during the 2008-09 financial year....
Editorial
After two decades as a financial planner, newly retired Ray Griffin explains what he has learned from a career in the industry....
Editorial
If the Financial Planning Association and the Association of Financial Advisers are to merge they will have to work through many divisive issues....
Editorial
Richard Oldcorn discusses the use of the optimisation strategy, which is somewhat neglected by financial planners....
Financial planning
Small advice firms have been warned they need to get a better handle on the impact regulatory changes can have on their profit margins and cash flow....
Financial planning
The Financial Planning Standards Board has announced plans to develop an international assessment process for potential financial planning entrants....
Superannuation
Dixon Advisory is arguing against the imposition of mandatory minimum SMSF balances on the basis that it would amount to excluding one part of the population....
Editorial
Mike Taylor warns about the large number of industry bodies in financial services, focusing on AIOFP....
Financial planning
Consumers, as well as FPA members, will soon be able to access a 'name and shame' register of banned members....
Financial planning
The Australian financial planning industry is leading the world in education standards, according to Financial Planning Standards Board (FPSB) chief executive Noel Maye....
Editorial
Financial Services is fraught with conflicts of interest, says Robert Keavney. But the regulatory focus on these problems means that financial planning has a bright futur...
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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...