Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FPA
Financial planning
Low-cost advice is a good thing, writes JO-ANNE BLOCH, but some aspects of the new intra-fund advice rules just don’t make sense from a policy, enforcement or delivery p...
Financial planning
The FPA's submission to the PJC has called for tough credentialing before people can call themselves financial planners in a move aimed at further developing a profession...
Financial planning
The FPA chief executive and chair have written to the parliamentarians reviewing financial services urging a restoration of confidence in planning....
Financial planning
Financial planners should be able to access the same class relief as superannuation trustees when providing limited, infra-fund advice, according to the chief executive o...
Financial planning
The global financial crisis has slowed the flow of candidates for entry-level financial planning qualifications but, as AMAL AWAD reports, the education providers remain ...
Financial planning
It is time to start putting Australia’s financial planning education regime into perspective so that new objectives can be pursued, writes RICK DI CRISTOFORO....
Financial planning
Anyone who was surprised by the official line of IFSA on the question of intra-fund advice has now had a reality check....
Financial planning
ASIC's 'Swimming Between the Flags' campaign is set to receive a mixed reception from planners....
Financial planning
Few financial planners appear to be fully embracing the Financial Planning Association's latest short-form Statement of Advice sample despite high praise for the FPA lead...
Financial planning
Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports....
Financial planning
Unprofessional advice can be put down to inadequate training, poor supervision, product complexity, ineffective research, product biases and association rather than remun...
Financial planning
Squabbling on the part of groups of financial planners is serving to undermine the broader interests of the financial planning industry, according to the chief executive ...
Financial planning
The Financial Planning Association (FPA) is calling for tighter regulation of the use of the term 'financial planner' to distinguish it from the term 'financial product a...
Financial planning
The Association of Independently Owned Financial Planners has appointed the University of Adelaide as its third party assessor for continuing education points accruing to...
Financial planning
The Federal Government's move to allow superannuation funds to provide advice to members has served to unite the financial planning industry in voicing its opposition....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...