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Financial planning
By 2007, planners will need a degree in order to enrol in the CFP program, but is it asking too much? Julie Bennett reports....
Financial planning
As the financial services sector has grown and matured throughout South-East Asia, Australia has emerged as an educational centre of excellence. Mike Taylor reports....
Financial planning
Planners have next to no education in the area of direct property investment, which, according to some industry commentators, is a serious oversight. Mike Taylor reports....
Financial planning
With all the changes the Financial Services Reform Act (FSRA) has brought, what do you need in terms of education to become a financial planner? Julie Bennett reports....
Financial planning
Financial planning software provider IWL will roll out further services with the addition of a risk tolerance testing tool and an online training service for financial pl...
Financial planning
The representative body of advisers in AXA dealer groups is considering a bold withdrawal from the peak industry council of adviser associations, protesting that it repre...
Financial planning
In the current financial planning industry, Paul Resnik argues that everyone is unhappy. But don’t worry – he has some solutions....
Financial planning
The Financial Planning Association (FPA) and the Australian Securities and Investments Commission (ASIC) have joined forces in an attempt to improve written communication...
Financial planning
The Financial Planning Association (FPA) has announced the appointment of Kerrie Kelly as its new chief executive....
Financial planning
The Financial Planning Association (FPA) has embarked on a disclosure campaign with a specific focus on soft dollar as part of its effort to improve professional standard...
Financial planning
Financial advisers have been criticised for failing to recommend client businesses, with calls for advisers to make the notion of referrals a two-way affair....
Financial planning
The Joint Parliamentary Committee inquiry into commissions on risk products has veered away from recommending mandatory disclosure rules for risk advisers, warning that t...
Financial planning
The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have hit out at the possible increased regulatory powers of the Aust...
Financial planning
Financial Planning Association chief executive Ken Breakspear will step down from the role on October 10, indicating he would not renew his contract and end his 15 years ...
Financial planning
Last week a senate committee released its recommendations on retirement income and as Freya Purnell writes politicians remain divided on the issue despite widespread indu...
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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...