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Financial planning
The low level of Australia’s household cash savings could prove a major crisis for the country in the future, the Financial Planning Association (FPA) has warned....
Financial planning
There is a saying that old advisers never die, they just re-write their life insurance policies....
Financial planning
The Financial Planning Association (FPA) has renewed its push for the introduction of member choice in superannuation, calling for a return to greater urgency in the deba...
Financial planning
Only those living under a rock can claim unfamiliarity with the dismal financial predictions for today’s workers....
Financial planning
IT IS easy to see both sides of the argument in what could quickly escalate into a full blown legal dispute between the Financial Planning Association (FPA) and the Assoc...
Financial planning
The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) are set to clash after the AFA indicated that as part of its move to secure a des...
Life/Risk
An insurance group that has agreed to establish a facility to provide professional indemnity insurance for members of the Association of Financial Advisers (AFA) will tur...
Financial planning
Australia is playing a leading role among 16 other countries associated with the International Organization for Standards (ISO) in developing an international standard fr...
Financial planning
The Financial Planning Association (FPA) wants to see legislation for a national professional standards act put in place to solve the current professional indemnity (PI) ...
People & Products
Steve Helmich was today elected new chairman to the board of the Financial Planning Association of Australia following the decision by John Godfrey to stand down for pers...
Financial planning
The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....
Financial planning
The number of consumers using a financial planner for advice has increased, particularly amongst the older generations, with people over the age of 35 more likely to use ...
Financial planning
A MAJORITY of Queensland-based financial planners would prefer to listen to other planners and individuals with their own practices at industry conferences, according to ...
Financial planning
Would you like to get to know your clients, intimately? As tempting as it sounds, the truth is that most financial planners don’t. Except, that is, for Carolyn Berezovzky...
Financial planning
Rodney Gibson is a Queensland based financial planner and practising tax agent, and he’s on the hunt. Gibson is out to kill a few sacred cows at next months Queensland st...
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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...