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Financial planning

The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...

Financial planning

Former FPA president Wes McMaster is proposing a student exchange program for financial planning students as one of the new initiatives at RMIT....

Financial planning

As 2001 rolls over on desk calendars issues concerning the financial planning fraternity begin to surface. Kate Kachor looks at the big issues facing planners this year....

Financial planning

As a teenager, John Wotherspoon was uncertain about which career path to follow. After being taken by his father to seek the guidance of a career’s adviser, Wotherspoon w...

Financial planning

Independently owned financial planning group Barbacan Benefits has signed an alliance deal with Garrisons to broaden its client services and adviser resources....

Financial planning

It is now four years since George Flack won the Money Management Financial Planner of the Year. Jason Spits caught up with the high profile planner in a brief reprieve fr...

Financial planning

The Financial Services Reform Bill (FSRB) is alive and kicking despite being held up over an impasse between the Federal and State governments. ...

Financial planning

The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association's (FPA) national compliance program. ...

Financial planning

It is no coincidence that the new Financial Planning Association chairman is also one of Australia’s top planners. Nicole Szollos explores the new directions John Hewison...

Financial planning

The panel of judges that award Australia’s premier financial planning industry accolade is made up of some of the most respected names in the business....

Financial planning

Dominic Alafaci has become the third Melbourne-based financial planner in a row to win the Money Management Financial Planner of the Year....

Financial planning

The Association of Financial Advisers (AFA) has hit out at the delay of the Financial Services Reform Bill (FSRB), saying the Federal Government should re-examine existin...

Financial planning

Inaugural president of the Financial Planning Association Bernie Walshe has been awarded life membership of the FPA....

Financial planning

The Financial Planning Association (FPA) will pay board members $290,000 in directors’ fees during the next year. ...

Financial planning

Financial planners are now the “dominant force” in the personal finance market, according to Financial Planning Association (FPA) chief executive Ken Breakspear....

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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’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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