FPA
Financial planning
The Financial Planning Association’s (FPA) professional indemnity (PI) taskforce has been criticised by one of its own members as stagnating on securing an association-wi...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has negotiated a deal with insurance group AIG to offer its members significantly discounted professiona...
Financial planning
Financial advisers are facing a potential capital gains tax (CGT) hit in transitioning to the new Financial Services Reform (FSR) regime that has the potential to cost th...
Financial planning
The representative body of advisers in AXA dealer groups, the Authorised Representatives Association (ARA), has backed down on threats to withdraw from the peak industry ...
Financial planning
The Federal Government has accused the Australian Labor Party of pilfering its superannuation policies, following yesterday’s announcement by the Opposition of the first ...
Financial planning
As Nick Bruining’s career on the Financial Planning Association (FPA) board draws to a close, he reveals its deepest, darkest secrets…...
Financial planning
Where would you find more CFPs: at a large dealer group or a boutique? Lucie Beaman has the answer....
Financial planning
The final draft of a set of international standards for financial planning should be ready for comment next March....
Financial planning
The Australian Stock Exchange (ASX) has moved to shore up what it perceives as a gap in knowledge standards available for financial planners who provide advice on listed ...
Financial planning
An ageing Australia will provide financial planners with greater opportunities. Julie Bennett reports....
Financial planning
If you’ve always wanted to throw in your 10 cents worth on where you feel the industry has gone wrong – here is your opportunity. Julie Bennett reports....
Financial planning
While most financial planners probably understand the essentials of handling the accumulation phase of self-managed superannuation funds (SMSF), they will need to know a ...
Financial planning
The ongoing legacy of the HIH Insurance collapse in Australia is the cost and availability of professional indemnity insurance. Mike Taylor reports....
Financial planning
The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...
Financial planning
The combination of industry associations lobbying Government over the issue of amending elements of the Financial Services Reform Act (FSRA) have now formally presented t...
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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...