FINANCIAL PLANNING ASSOCIATION

Financial planning

For the first time in its 21-year history, a woman has been awarded the Money Management Financial Planner of the Year (FPOY) title, with Anne Graham being announced the ...

image
Financial planning

Advisers searching for an alternative pricing model to commissions should avoid charging hourly rates, according to the managing director of Elixir Consulting, Sue Viskov...

image
Financial planning

Bennelong Funds Management chief executive Jarrod Brown calls on boutiques to build sustainable business models....

image
Financial planning

The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen, said any future regulatory change will be guided by the need to provide high quality f...

image
Financial planning

Financial planners need to make referrals a mainstream part of their businesses and develop frameworks to obtain referrals, according to consultant David Phelan....

Financial planning

New system will allow payment of fees by a range of methods from credit card through to direct debit....

image
Financial planning

Financial advice is now rated as the most valuable employee benefit, particularly among people over 50, according to Mercer's David Anderson. Meanwhile, FPA chief Jo-Anne...

Financial planning

Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...

image
Financial planning

ASIC has defined the number of clients lost by financial planners last financial year....

image
Financial planning

FPA Board endorses commissions shift....

Editorial

In the wake of recent corporate scandals and the global financial crisis, Ray Griffin asks whether the label ‘financial planner’ has become a burden to the industry....

image
Editorial

Doug Turek describes how bonds can be used as an easy-to-drive vehicle to a successful retirement....

image
Financial planning

A single national financial planning disciplinary committee should be established to replace the disparate committees of the industry associations, according to Anthony V...

People & Products

AMP Financial Services director appointed chair of Future2 Foundation....

Editorial

Today there are few willing to defend commission payments, writes George Lucas. But are commissions the root cause of all that is wrong with the financial planning indust...

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