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FINANCIAL PLANNERS
Financial planning
A new study has found 89.2 per cent of financial advisers are either dissatisfied or extremely dissatisfied with the level of success they have achieved to date....
Financial planning
The Financial Planning Association (FPA) will consider backing a proposal to set up a national scheme, possibly funded by an industry levy, to compensate investors for lo...
Financial planning
Japanese investors are stubbornly ambivalent to the provision of financial advice according to US-based research firm Cerulli Associates, meaning Japanese advisers are co...
Financial planning
The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have joined forces to warn the Australian Prudential Regulation Auth...
Financial planning
The Financial Planning Association (FPA) could have its own in-house professional indemnity (PI) solution for members within a month, if the association approves a propos...
Financial planning
The Financial Planning Association has heard all the criticisms levelled at the industry, and Allan Crompton says the focus has always been on higher standards....
Financial planning
A Melbourne-based portfolio administration service plans to launch a virtual self- managed account option for investors by March....
Financial planning
AXA has reshuffled its dealer group management team resulting in all external planners coming under one manager and the position of another being scrapped....
Funds management
When is a master trust not a master trust? When it behaves like a fund manager. Peter Worcester reports....
Financial planning
The Australian Securities and Investments Commission (ASIC) has responded to industry concerns about the costs of “unnecessary” training requirements under the Financial ...
Financial planning
Financial planning dealer group Avenue Capital Management has chosen Lonsdale Securities (Lonsec) to provide research for its network of planners....
Financial planning
On the front page of Money Management’s December 12 edition (“ACA slams industry as ‘structurally corrupt’”), Charles Littrell from the Australian Prudential Regulation A...
Financial planning
There are those who would argue that compliance requirements restrain a business from flourishing. This is not the case where the practices of the financial planner marry...
Financial planning
At the conclusion of last year Money Management ran a number of articles regarding the vexed issue of commission disclosure which were promptly met by a number of respons...
Financial planning
The shares of financial planning technology company IWL and online broking group Sanford have both been placed in a trading halt today, sparking speculation that IWL is p...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...