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Financial planning
Financial Planning Association’s (FPA) corporate affairs manager Katrina Byers has handed in her resignation, effective June. ...
Financial planning
Alienation of personal services income is a bomb ticking beneath the financial planning industry. ...
Financial planning
Cold calling is finding a new lease of life as offshore groups seek investors to part with their cash. Yet many of these are either not licensed to operate or even on the...
Financial planning
Financial planners need to look at their business as an asset instead of just a business if they want to maximise their take out, according to Shirlaws managing director,...
Policy & Regulation
The Institute of Chartered Accountants (ICAA) has joined the chorus of criticism of the Alienation of Personal Services Income (APSI) legislation....
Superannuation
The Financial Planning Association (FPA) is pushing once again for a major review of Australia’s retirement income regime to be included in this year’s budget....
Financial planning
APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....
Funds management
When planners generally talk about their own niche markets, they often refer to some people at some point in their life stage, like retirees or high net worth executives....
Financial planning
New journalists to Money Management often comment on the openness of financial planners and financial services professionals in general....
Financial planning
APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....
Financial planning
The proposed disclosure requirement for commission paid on risk products contained in the Financial Services Reform Bill has reignited the debate on commission disclosure...
Financial planning
Financial Planning Association (FPA) members will provide one free interview to victims of defaulting solicitors’ mortgage schemes....
Financial planning
The National Australia Bank has paid $115 million for Deutsche Financial Planning and its non-discretionary master trust business Deutsche Funds Management....
Superannuation
While the announcement of rate cuts yesterday by the Reserve Bank of Australia was good news for home-owners, the Financial Planning Association (FPA) believes it is bad ...
Financial planning
America’s recently formed Financial Planning Association has had a turbulent year in membership numbers, with those leaving almost matching those joining....
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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...