FINANCIAL PLANNING ASSOCIATION

Financial planning

The ‘product flog’ is hampering attempts at professionalism by financial planners. The big institutions need to ease the sales pressure on advisers, writes Ray Griffin....

Financial planning

A passionate advocate for an industry change to fee-for-service based financial planning has become only the 34th person to be awarded a fellowship of the Financial Plann...

Financial planning

The Australian Securities and Investments Commission has warned that it may ramp up its surveillance of financial planning groups to coincide with tough new regulations o...

Financial planning

The corporate regulator has given the strongest indication yet that it will act to ease the compliance burden on advisers under the Financial Services Reform (FSR) Act, h...

Financial planning

The advisory offshoot of professional services giant KPMG has joined the Financial Planning Association as a principal member, an addition which chief executive Kerrie Ke...

Financial planning

A new report by the banking sector’s chief complaints body has found the number of disputes involving bank-based financial planners remains relatively low, despite a stea...

Financial planning

Financial services education provider Tribeca Learning has bought tax training supplier Webb Martin to bring its total acquisitions to seven over the past four years....

Financial planning

IWL has delivered a strong first quarter result after posting a 15 per cent hike in operating revenue buoyed by favourable economic conditions and an expedient implementa...

Financial planning

Suspected violations of the Financial Planning Association’s code of conduct have increased this year, prompting the association to augment its efforts to investigate que...

Financial planning

Two Australians will occupy seats on the nine member inaugural international Financial Planning Standards Board following the group’s creation last month to replace the ...

Financial planning

Capstone Financial Planning has continued its push to establish a national financial planning presence with the opening of a Brisbane office....

Financial planning

For Danial White, a fee-for-service future will become a more viable and sustainable business model to work with....

Financial planning

If you were in any doubt that inside every financial services type is a hell’s angel struggling to get out, then look no further than the recent Corners for Kids Motorcyc...

People & Products

The Commonwealth Bank of Australia is aiming to have a replacement head for its Financial Wisdom advice group in place before the mid-October departure of incumbent gener...

Financial planning

The Coalition has made a $21 million pledge towards improving financial literacy standards as both parties scramble for voter sentiment on the eve of the Federal Election...

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 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 3 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