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Financial planning

FPA in negotiations with RateCity to give its CFPs direct access to the portal’s 8 million customers....

Financial planning

When it comes to education for financial planners, these days it’s a bit like buying a ticket for a trip that never ends....

Financial planning

Committee report clear on problems, less clear on answers....

Life/Risk

FPA retaliates against proposal to raise insurance premiums....

Financial planning

For the final instalment in the series of the Money Management/Fidelity adviser round tables we invited back some of our more vocal participants to dissect the most press...

Financial planning

Drought affected farmers get some financial assistance....

Financial planning

An industry body has raised concerns about the perception of AFSL authorised representatives....

Financial planning

When it comes to a financial planner’s education, is taking the easy road an advantage or disadvantage? Michael Dale answers this by sharing his own experiences of studyi...

Financial planning

A new charitable foundation could become one of the country’s largest charitable funds....

Financial planning

The FPA endorses latest protection initiative from the ATO....

Financial planning

Abstract Long...

Financial planning

Abstract Long...

Financial planning

The corporate regulator has announced it will apply a commonsense approach to the rules governing the proper issuance of Statements of Advice in the lead up to the simple...

Financial planning

At least one dealer group is poised to leave the Financial Planning Association after restrictions on the use of its Certified Financial Planner brand are scrapped on Jul...

Financial planning

A career of dedicated service to the development of financial planning has seen Gwen Fletcher appointed as a member of the General Division of the Order of Australia (AM)...

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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’...

1 week 1 day ago

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

1 month ago

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

1 month 1 week ago

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

1 week 4 days ago

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

2 weeks 4 days ago

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...

2 weeks 6 days ago