FINANCIAL PLANNING ASSOCIATION

Financial planning

In 2007, the Financial Planning Association of Australia (FPA) will set a global precedent by requiring all advisers wishing to gain its senior qualification, Certified F...

Financial planning

The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...

Financial planning

The credibility of the financial planning industry will once again be put under the microscope following the release of a report which claims advisers are overwhelmingly ...

Financial planning

The Financial Planning Association’s (FPA) new professional indemnity (PI) insurance facility has proved its worth, demonstrating that it could save members 15 per cent o...

Financial planning

Proposed changes that could shorten the length of disclosure documents and bring much needed relief from burdensome Statement of Advice (SOA) requirements have been endor...

Financial planning

Love him or loathe him, you have to admit there is something about Virgin boss Richard Branson....

Financial planning

Virgin Super will reveal no more details of its pricing or product range until the Richard Branson-owned venture launches, at the same time as choice-of-fund laws come in...

Financial planning

Switching for switching’s sake in the new choice of funds environment has been discouraged by the Financial Planning Association, which claimed yesterday that in most cas...

Financial planning

The planning practice of former Financial Planning Association board member Laura Menschik has joined forces with two other boutiques to set up a new business combining f...

Financial planning

Will choice offer you the opportunity to generate more business? That kind of depends. Various reports have suggested few members, maybe around 10 per cent, are likely to...

Financial planning

Many investors will remain ignorant of the soft-dollar payments received by advisers under the new industry Code of Practice for their disclosure, according to the Austra...

Financial planning

Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....

Editorial

With the recent announcement of new player Virgin Super came a flurry of reaction from the Australian industry. Mike Taylor reports....

Financial planning

Imagine what would happen if the government allowed major pharmaceutical companies to set up general practitioner practices and pay GPs trail commissions on they drugs th...

Financial planning

The Australian Securities and Investments Commission has released the definitive guide to what it expects from advisers who switch clients’ super funds under the pending ...

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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 3 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 2 days ago

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

3 weeks 3 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 4 days ago