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Financial planning
Financial advisers can use 2022 as a year of opportunity to build and make their business more efficient given there will be no major regulatory changes over the next yea...
Financial planning
The compensation scheme of last resort should be expanded to include the jurisdiction of the complaints authority, not retrospectively, according to the Financial Plannin...
Financial planning
With a Federal Election and several reviews underway, there will be no room for regulatory changes in 2022 but the end of the year will be a different story once those ar...
Financial planning
Invitations are open for the Financial Planning Association of Australia’s Women in Financial Planning Mentoring Program....
Editorial
Financial services associations will all have a new look in 2022 but is there a need for so many different ones?...
Financial planning
The transition phase to retirement has been identified as the stage of life when financial planners add most value to a client, according to research....
Policy & Regulation
The bill passed without amendments and industry leaders expect that planners will now be able to focus on clients without the distraction of constant regulatory change. ...
Financial planning
While fresh-faced candidates straight out of their degree will attempt the professional year, the traditional career path of client services and paraplanning first will b...
Financial planning
Retirees could be more confident if advisers use more complex strategies such as an individual asset liability model as more precision would have gone into the constructi...
Financial planning
The ‘White Paper on Financial Advice’ has received industry support from the Financial Planning Association of Australia who say it is aligned with the association’s poli...
Financial planning
One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....
Policy & Regulation
Eight consumer groups have united with eight industry bodies in opposition to the compensation scheme of last resort (CSLR) legislation in its current form....
Financial planning
The Financial Planning Association has recommended the Retirement Income Covenant include a clear obligation for trustees to adhere to personal and general financial advi...
Financial planning
Demand for financial advice is expected to surge in the next two years with 2.6 million non-advised Australians intending to seek professional help, according to a survey...
Financial planning
It is the professional year that is the biggest hurdle for new entrants rather than exams but things are likely to improve in 2022 when it is clear how many existing advi...
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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...