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FPA
Financial planning
The Financial Planning Association (FPA) has lost numbers in both its principal and general membership bases over the past financial year....
Financial planning
The CFP designation has become cemented as an industry benchmark....
Financial planning
FPA Board endorses commissions shift....
Financial planning
AMP is on course for compliance with IFSA's super charter from its July 1 members' deadline next year, according to financial services managing director Craig Meller...
Financial planning
The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...
Editorial
Will the policy tide turn against commissions? Michael Mathieson considers the future prospects for remuneration in the industry....
Editorial
Regional financial planners face the same broad issues as those in metropolitan areas, but they also face a number of issues that city slickers do not....
People & Products
Three board members to step down following annual general meeting in November....
Financial planning
Some banks that provide loans to financial planning businesses are beginning to question the value of financial advice firms that drive business off superannuation invest...
People & Products
AMP Financial Services director appointed chair of Future2 Foundation....
Editorial
In light of the numerous inquiries into financial services as well as changing attitudes to adviser remuneration, SUE VISKOVIC considers the benefits of overhauling your ...
Financial planning
The 21st Money Management Financial Planner of the Year award is underway, with entries being accepted until Monday, September 28, 2009. The winner will be jetting off to...
Financial planning
Captstone has conducted a national survey to determine how remuneration changes will impact planning practices within its network....
Financial planning
FPA warns the Government of a double regulatory burden on planning firms as a result of the new National Consumer Credit Protection legislation....
Financial planning
At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...
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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...