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....

image
Financial planning

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

image
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...

image
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...

image
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...

image
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...

image
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....

image
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...

image
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...

image
Financial planning

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

image
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....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

1 month 3 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 3 days ago

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

3 weeks 4 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 5 days ago