FINANCIAL PLANNING ASSOCIATION

Life/Risk

The way professional indemnity (PI) underwriters assess a financial planner's risk coupled with ambiguous regulatory guidelines means a fresh approach to product regulati...

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Financial planning

Retail clients do not give too much thought to the remuneration model their financial planner operates on, but fee for service provides transparency and value, according ...

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Financial planning

The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....

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Financial planning

The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....

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Financial planning

Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....

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Financial planning

Rice Warner will present a submission explaining how it arrived at the contentious $11 per client cost of opt-in that was quoted by Financial Services Minister Bill Short...

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Policy & Regulation

The Federal Government would be likely to garner grudging (but majority) financial planning industry support for its Future of Financial Advice (FOFA) legislation if it w...

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Policy & Regulation

OnePath has announced the launch of the Valuing Advice for Growth program, the first in a series of initiatives the platform is unveiling in order to support aligned deal...

Financial planning

Reverse mortgages have largely been ignored by financial planners and mortgage brokers, with the product supply rapidly shrinking over the years. Milana Pokrajac finds th...

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Financial planning

Despite moves in the industry to remove perceived conflicts of interest, questions still remain about 'buyer of last resort' (BOLR) contracts between dealer groups and th...

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Rate the raters

Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...

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Superannuation

The Government's apparent favouritism of industry superannuation funds is attracting increased criticisms from the financial planning industry including, most notably, th...

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Financial planning

The growing number of financial planners undertaking the Certified Financial Planning (CFP) accreditation will lift the standard of the advice industry as a whole, accord...

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Financial planning

The Federal Government needs to start treating the Industry Super Network (ISN) and other elements of Industry Fund Services as what they really are - elements of a verti...

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Policy & Regulation

Financial planners are set to maintain their lobbying against the Government's FOFA proposals....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 4 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 5 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 6 days ago