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FINANCIAL PLANNING ASSOCIATION
Financial planning
Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...
Financial planning
For the second year in a row David Haintz has been ‘highly commended’ for the Financial Planner of the Year award and it comes as no surprise to those who know him....
Financial planning
Bendigo-based financial planner George Flack has risen above a range of other high profile candidates to win the Money Management Financial Planner of the Year award for ...
Financial planning
Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...
Life/Risk
Commission disclosure under Financial Services Reform is contributing to Australia’s chronic underinsurance problem rather than alleviating it and driving churning betwee...
Financial planning
Financial planners who provide direct equity advice have failed in their bid to gain an exemption from having to provide a Statement of Advice (SOA) in time-critical situ...
Financial planning
Baby boomers have always known how to go with the flow. And now their unique history, needs and desires are shaping how they approach retirement. Liam Egan reports....
Financial planning
Self funded retirees could see their savings targeted by future Federal Governments as the nation struggles to raise sufficient tax revenue from traditional sources, a le...
Financial planning
Advisers who are concerned about potential conflicts of interests in their businesses will have access to a new resource, thanks to the launch of a new course by a financ...
Financial planning
Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...
Financial planning
The departing chair of the Financial Planning Association (FPA) has sent a strong signal to the association’s members that it is planning to stay on course with reforms t...
Financial planning
The Financial Planning Association (FPA) has released a practical guide on constructing Statements of Advice (SOAs) to its members in a bid to minimise the administrative...
Financial planning
Without a doubt, the introduction of the Financial Services Reform Act (FSRA) on March 11 was a watershed for the industry....
Financial planning
IOOF has made an aggressive bid for a share of the administration market, renaming its in-house back office subsidiary Australian Financial Planning Network as OutScope a...
Financial planning
An industry scheme to provide planners with professional indemnity cover is close to being set up, but could be scuttled at the eleventh hour because of a reluctance by d...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...