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Financial planning
Some former high-flying industry faces have disappeared from the financial planning landscape altogether. Julie Bennett and Mike Taylor report....
Financial planning
The Financial Planning Association (FPA) has lifted the bar for education with a mandated degree entry to its Certified Financial Planner (CFP) program from January 1, 20...
Financial planning
The financial planning industry is struggling to rid itself of incompetent and outright fraudulent advisers due to dealer groups fearing defamation reprisals and a tarnis...
Financial planning
The Financial Planning Association (FPA) has criticised planners who term client risk profiles as either ‘conservative’ or ‘aggressive’, arguing that such an approach can...
Financial planning
The Financial Planning Association (FPA) has rolled out a series of business tools targetting specific areas including the terms of engagement between advisers and client...
Financial planning
Is there any way to accurately measure adviser quality, asks Robert Keavney....
Financial planning
The Financial Planning Association (FPA) has come under fire for shutting down a voluntary committee looking into the issue of risk profiling, despite some members claimi...
Editorial
Talk of managed funds hubs has gone on for more than three years but a system is not yet in place. Ben Abbott asks the remaining players if it will ever become a reality....
Financial planning
The Association of Financial Advisers (AFA) has reacted to industry criticism of the findings of the Joint Parliamentary Committee on Corporations and Financial Services ...
Financial planning
The Investment and Financial Services Association (IFSA), the Financial Planning Association (FPA) and the Association of Superannuation Funds of Australia (ASFA) will jo...
Editorial
Listed investments are readily accessible, well established and offer diversification, but they’re not yet in widespread use by planners....
Financial planning
The Joint Parliamentary Committee’s recommendations against disclosure of commissions by risk advisers have been branded a “disgrace” and condemned by virtually all sides...
Financial planning
Advisers using a fee-for-service model of financial planning remuneration could face increased professional indemnity (PI) insurance burdens, according to prominent plann...
Financial planning
A national scheme of professional standards legislation will lower the cost of professional indemnity (PI) insurance and remove restrictions on the services offered by fi...
People & Products
Financial Planning Association (FPA) chief executive Ken Breakspear will step down from the role on October 10, indicating he would not renew his contract and drawing to ...
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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...