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FPA

Financial planning

Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown....

Financial planning

What does it take to be ethical in financial planning? Professor Stephen Cowan, who will be presenting at the CFP conference in Hobart, says it is all about ex-cellence. ...

Accounting

The accountant’s position as a source of financial guidance has not noticeably di-minished in the past two years, despite reports to the contrary by the Financial Plannin...

Financial planning

The latest rounds of interest rate hikes and the falling values of share markets around the world raises a number of questions for the financial planning indus-try....

Financial planning

The FPA has vowed to fight CLERP 6 proposals which allow accountants who are members of professional bodies to operate outside the licencing scheme....

People & Products

Mike Dunne has joined Ipac as technology and business services general manager in a bid to enhance its e-commerce capabilities to advisers....

Financial planning

Financial planners are increasingly the first point of contact for consumers seeking financial advice, according to the latest Financial Planning Association (FPA) survey...

Financial planning

Education is shaping up as one of the big financial planning issues over the next couple of years. But the debate has shifted. No longer do people argue over the benefits...

Financial planning

Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown....

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Mike Dunne has joined Ipac as technology and business services general manager in a bid to enhance its e-commerce capabilities to advisers....

Financial planning

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

Financial planners are increasingly the first point of contact for consumers seeking financial advice, according to the latest Financial Planning Association (FPA) survey...

Financial planning

Chartered accountants continue to prepare to move into financial planning with a new proposal to change the governance structure of the Institute of Chartered Accountants...

Financial planning

On your bike Ray Ray Griffin proved to be master of more than the FPA at the industry's recent charity motorbike ride. ...

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MARKET INSIGHTS

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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