FINANCIAL PLANNING ASSOCIATION

Financial planning

Anyone who was surprised by the official line of IFSA on the question of intra-fund advice has now had a reality check....

Financial planning

Few financial planners appear to be fully embracing the Financial Planning Association's latest short-form Statement of Advice sample despite high praise for the FPA lead...

image
Financial planning

Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports....

Financial planning

Unprofessional advice can be put down to inadequate training, poor supervision, product complexity, ineffective research, product biases and association rather than remun...

Financial planning

The Financial Planning Association has responded to a decision by Association of Independently Owned Financial Planners (AIOFP) not to use its Continuing Education assess...

Financial planning

ComCorp has acquired a stake in the financial planning practice headed by the chair of the Financial Planning Association, Julie Berry....

image
Financial planning

The Australian Securities and Investments Commission has issued class order relief that will allow super fund members to receive advice from their fund....

Financial planning

The Financial Planning Association is canvassing its members on their exposure to failed agribusiness managers Great Southern and Timbercorp....

Financial planning

CPA Australia has warned that the way planners are remunerated should be left to the industry to determine because governments should not set markets....

Financial planning

The UK's Financial Services Authority has moved to ban commission payments by 2012, a move echoing the changes taking place in the Australian financial services industry....

image
Financial planning

The various committees within the Investment and Financial Services Association (IFSA) have outlined their policy priorities for the 2009-10 financial year. The following...

image
Financial planning

The industry funds campaign against financial planners' commissions may benefit the retail funds sector, writes Robert Keavney....

image
Financial planning

Large financial services institutions, with the resources available to present a strong lobbying front, may dominate the current parliamentary inquiry into the industry, ...

image
Life/Risk

The Association of Financial Advisers has welcomed the exclusion of insurance from the Investment and Financial Services Association's new superannuation charter....

Financial planning

Consistent with industry moves to phase out commission-based remuneration models for financial planners, a recent report shows advisers have increasingly opted for fee-fo...

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