FINANCIAL PLANNING ASSOCIATION

Financial planning

The Financial Planning Association (FPA) has reassured its members that its proposed strategic plan will address member discontent with several aspects of the FPA’s polic...

Financial planning

The Federal Treasury appears to have left open the question of a statutory compensation scheme covering financial planners, with a review due for completion in January st...

Financial planning

A panel of senior financial planners has warned that ‘opt-in’ will drive up costs and abrogate the fundamental relationship between advisers and clients....

Editorial

With the Gillard Government believed certain to impose client 'opt in' arrangements on financial planners, Mike Taylor writes that some serious questions are being asked ...

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Financial planning

The independents in the House of Representatives have become the target of lobbying efforts on the part of the financial planning industry....

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Financial planning

In an attempt to comply with industry standards, many financial planning groups have been over-reporting on their alternative remuneration registers, causing the Financia...

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Financial planning

Questions have been raised about the motives of industry superannuation funds offering financial planning services, with the industry defending itself against suggestions...

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Financial planning

Different opinions have emerged about whether advice around equity release products such as reverse mortgages should come from financial advisers or mortgage brokers....

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Editorial

Financial planners may be upset with Club Plus' Paul Cahill for some of his recent comments, but they should embrace his acknowledgement of the value of advice, Mike Tayl...

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Editorial

Another round of research aimed at defining the attitudes of financial planners appears to have confirmed the existence of a generational divide on some of the key questi...

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Superannuation

Representatives of some financial planning industry bodies have expressed anger over the lack of planner representation on the newly formed Stronger Super Peak Consultati...

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Editorial

Milana Pokrajac takes a look at recruitment in the wake of the GFC and considers the impact this has had on the job market....

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Editorial

With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...

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Policy & Regulation

The legislative changes evolving from the Future of Financial Advice (FOFA) reforms may force the Federal Government to finally move on the tax treatment of legacy financ...

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Financial planning

A Hillross business has been awarded the Advisory Firm of the Year accolade by the dealer group for its ‘future-proof’ business model....

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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