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Financial planning
The financial services sector has broadly welcomed today’s release by the Australian Securities and Investment Commission (ASIC) of a modelling template for fee disclosur...
Financial planning
The Financial Planning Association (FPA) has criticised the Australian Competition and Consumer Commission’s (ACCC) Public Liability and Professional Indemnity Insurance ...
Financial planning
The Financial Planning Association (FPA) and publisher CCH have jointly launched an electronic compliance manual for financial planners....
Financial planning
Paul Resnik goes in search of some of the answers to the problems currently facing the financial planning profession....
Financial planning
The Financial Planning Association (FPA) has made two separate moves to assist advisers struggling under the burden of the professional indemnity (PI) crisis by temporari...
Financial planning
Financial planners should have to earn the right to the exclusive use of the term ‘financial planner’ according to shadow finance minister Senator Stephen Conroy....
Financial planning
The Australian Stock Exchange (ASX) has appointed Jillian Segal, former commissioner and deputy chair of the Australian Securities and Investments Commission (ASIC), as a...
Financial planning
Australian Liberal Party Senator John Watson has backed away from comments he made two weeks ago in which he said he hoped financial planners would one day become superfl...
Financial planning
Count Financial has weighed in on heated industry debate over whether accountants should be able to provide advice on superannuation fund structures without an Australian...
Financial planning
The Financial Planning Association (FPA) will find it impossible to solve its professional indemnity (PI) insurance woes, according to a leading insurance broking house a...
Financial planning
The Financial Planning Association (FPA), in an attempt to stave off criticism it fails to fully represent its membership base, has appointed two staffers to focus solely...
Editorial
The industry is full of elephants, says Rob Keavney, but the elephants’ days are numbered....
Financial planning
The Association of Superannuation Funds of Australia (ASFA) has confirmed an exclusive report from Money Management over a week ago that the SuperEC and MFundEC electroni...
Financial planning
Count Wealth Accountants has rejoined the Financial Planning Association (FPA) as a principal member after having withdrawn its membership five years ago....
Financial planning
The Investment and Financial Services Association (IFSA) has backed the Financial Planning Association’s (FPA) recent comments in defending the Financial Services Reform ...
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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...