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Financial planning
The AIOFP has criticised the FPA’s comments last week that investors, not planners, were responsible for money lost through investments in Westpoint-associated products, ...
Financial planning
The financial advice community is divided on the FPA’s soon to be released principles on conflicts of interest, displaying mixed opinions on the appropriateness and likel...
Financial planning
Creditors who lost money from failed investments attributed to Westpoint are preparing to launch a class action against the financial planners who helped sell them the pr...
Financial planning
Canberra has criticised ASIC for negative comments one of its senior executives made about financial planners at a public function....
Financial planning
Focussing on providing services to the adviser and not the licence holder will be the major focus for the Association of Financial Advisers (AFA) in 2006, says president ...
Financial planning
Alongside a ‘shadow shopper’ survey in February, the Financial Planning Association (FPA) will continue to work on lifting the industry profile and working with the regul...
Financial planning
Scrapping reasonable benefit limits; changing rules on employer eligible termination payments; and making more financial planning services tax deductible have all been su...
Financial planning
Haintz Financial Services managing director and senior financial adviser David Haintz is a good example of the power of persistence. Highly commended for the Financial Pl...
Financial planning
The outgoing chief executive of the Financial Planning Association, Kerrie Kelly, has described her move to the Insurance Council of Australia as a “straight career decis...
Financial planning
Following today’s implementation of amendments to the Financial Services Reform Act (FSRA), advisers are no longer bound to issue a Statement of Advice to existing client...
Financial planning
David Haintz, Melbourne-based financial planner and managing director of Haintz Financial Services, has been named this year’s winner of the Money Management Financial Pl...
Financial planning
Kerrie Kelly has ended her involvement of just over two years with the Financial Planning Association (FPA) with the announcement of her resignation as chief executive of...
Financial planning
Tasmanian financial planner Brendan Moore has escaped criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had hel...
Financial planning
Tasmanian financial planner Brendan Moore has escaped a criminal conviction, despite pleading guilty to not giving four of his clients Statements of Advice after he had h...
Financial planning
Industry groups have responded favourably to their possible involvement in the formulation of four additional example statements of advice ASIC intends to release in the ...
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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...