FINANCIAL PLANNING ASSOCIATION
Financial planning
The risk insurance awareness initiative Lifewise has seen support numbers double since its launch in May 2009....
Financial planning
With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch....
Financial planning
A year of extremes has forced the industry to step up and meet the demands of clients, writes Brian Bissaker....
Editorial
The findings of the Ripoll Inquiry have been broadly welcomed by the financial planning industry, but as Mike Taylor reports, they will ultimately be diluted by the findi...
Editorial
It is time for Industry Super Network's David Whiteley to put down the verbal cudgels and for his industry funds’ backers to cease their consequent expenditure of members...
Financial planning
The Minister for Financial Services, Chris Bowen makes clear the Ripoll Inquiry will not be viewed by the Government in isolation, with much now depending on the findings...
Financial planning
There is a misconception that during the global financial crisis banks changed their lending criteria for those looking to acquire financial planning practices....
Financial planning
Even in an outstanding field, Jackie Cook’s empathy with her clients stood out, writes Amal Awad....
Financial planning
The Parliamentary Joint Committee led by Bernie Ripoll has recommended ASIC commence immediate work on the creation of a professional standards board for financial advise...
People & Products
AMP director of financial planning advice solutions Steve Helmich has been elected to the Financial Planning Standards Board (FPSB) for a four-year term....
Financial planning
Association of Superannuation Funds of Australia (ASFA) chief Pauline Vamos is concerned that financial planners aren't responding to different retirement phases with dif...
Financial planning
The Association of Financial Advisers (AFA) has endorsed the drive to raise the financial planning education bar, however, CEO Richard Klipin said theoretical knowledge m...
Financial planning
Investors should diversify across different countries, rather than different asset classes, for true diversification, according to the head of Intrinsic Value Investments...
Financial planning
It’s a competitive market out there in the acquisitions space as dealer groups compete to build scale. But as JAYSON FORREST discovered, Financial Services Partners belie...
Financial planning
Joe Hockey has promised the Liberal Party will not support a decision by the Rudd Government to ban adviser commissions....
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MARKET INSIGHTS
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...