FPA

Financial planning

Count Financial Limited’s Barry Lambert has announced his retirement plans and will hang up the gloves as Count managing director sometime in 2006. Far from putting his f...

Accounting

Accountants are set to take the moral high ground over advisers on soft dollar remuneration after developing a new code of conduct that takes a much tougher stance than t...

Financial planning

The Australian Consumers Association (ACA) has refused to concede that a new survey which paints a positive picture of the financial planning industry has discredited its...

Financial planning

A passionate advocate for an industry change to fee-for-service based financial planning has become only the 34th person to be awarded a fellowship of the Financial Plann...

Financial planning

For years financial planners have tried to maximise the value of partnerships with accountants, but the relationship is more often than not sub-optimal, writes Martin Ker...

Financial planning

What do the Mile High Club, the Grinch and financial planning have in common? Trust Nick Bruining to know the answer....

Financial planning

Financial planners are expected to get the first glimpse at the latest get tough approach to policing the profession this week, with the Financial Planning Association (F...

Financial planning

A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...

Financial planning

The Association of Financial Advisers has hinted at a possible collective merger with other industry associations at its annual conference in Launceston, while also annou...

Financial planning

The Financial Planning Association and the Investment and Financial Services Association, have released a finance industry guide on rebates and related payments....

Financial planning

Members of the Financial Planning Association have appointed Sarah Brennan, Corinna Dieters and Leonie Henry to the 2004-05 board for a further two years with Colin Scull...

Financial planning

Suspected violations of the Financial Planning Association’s code of conduct have increased this year, prompting the association to augment its efforts to investigate que...

Financial planning

Two Australians will occupy seats on the nine member inaugural international Financial Planning Standards Board following the group’s creation last month to replace the ...

Financial planning

Financial planners who disclose soft dollar payments under a new industry code of practice could be hit with a hefty tax bill....

Financial planning

More and more financial planners are getting into risk insurance, but it is not as straightforward as it may seem. For the first time, the FPA will tackle some of the iss...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks 1 day ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

5 days ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

2 weeks 2 days ago