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SARAH ABOOD
Financial planning
Financial planning remains a male-dominated industry and women are held back by fear from making job moves to senior appointments....
Features
The latest proposal suggested by the financial advice industry is to move to one focused on principle-based legislation and for changes to the Corporations Act, writes La...
Financial planning
Renaming ‘general advice’ and revising the test for a sophisticated investors are among changes proposed by the Financial Planning Association of Australia to ease the bu...
Financial planning
As advisers exit the industry, the number of Certified Financial Planners in Australia has declined by 4% but figures globally have now passed 200,000....
Features
The examples of failed managed investment schemes have reopened the question around the Government’s proposed model for a Compensation Scheme of Last Resort, writes Oksan...
Financial planning
Following the release of the Senate Economic Legislation Committee’s Compensation Scheme of Last Resort report, the Financial Planning Association of Australia is once ag...
Accounting
Having completed their educational qualifications, those advisers who remain in the industry are reporting being “run off their feet” with new clients....
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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...