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....

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Financial planning

A year of extremes has forced the industry to step up and meet the demands of clients, writes Brian Bissaker....

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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...

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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...

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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...

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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...

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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....

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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...

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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...

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Financial planning

Investors should diversify across different countries, rather than different asset classes, for true diversification, according to the head of Intrinsic Value Investments...

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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

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 20 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago