planners

Mentor Education Group chairman, Dr Jim Taggart has called out the Australian planning industry on its...

A superannuation fund member who relied on a financial planner’s slideshow to pursue an insurance claim has been...

Australian Securities and Investments Commission chairman, Greg Medcraft has defended helping launch CPA Advice...

AMP is looking to China for growth while offering its planners greater access to equity to help drive mutual...

Robbie Bennetts believes planners will be acting in clients’ best interests if they provide business owner clients...

Two West Australian planners have backed giving people conditional access to their super for housing and have...

Planners who were talking to clients about super changes should take this opportunity to discuss aged care...

Everyone deserves a CFP, according to a new advertising campaign launched by the Financial Planning Association...

There is plenty of consumer and legal/regulatory experience, but there are only two planners on the Government’s...

Trusted advisers may help connect their clients to philanthropy, according to DSS study.

Meeting planner needs has become an even more intense focus for the highly competitive platform providers,...

Financial planners advising SMSF clients are overlooking small APRA funds as an alternative for those who want to...

Financial planners and accountants need to change their mindset and the way they work to successfully service SMSF...

The Financial Planning Association wants the Government to ensure planner/client relationships carry the same...

The FPA has expelled a financial planner member for cheating on his CFP, while another awaited an outcome after...