FINANCIAL PLANNING ASSOCIATION

Financial planning

Superannuation reform could be as far off as it has always been, despite this month’s budget announcements. GEORGE LIONDIS reports....

Life/Risk

The Federal Government is gearing up to act in the key areas of professional indemnity insurance and the implementation of the Financial Services Reform Act (FSRA) accord...

Financial planning

The key to future financial planning groups will be selling the relationship, not what platforms the dealer group is using, says Strategic Consulting and Training managin...

Financial planning

LACHLAN GILBERT examines how the recent court case against stockbrokers Hartley Poynton may have enormous implications for financial planners....

Financial planning

Practice management can mean the difference between having an efficient or sloppy planning business. KATE KACHOR reports on what the industry considers the best and worst...

Financial planning

Financial planning industries around the world are facing unique challenges. KATE KACHOR reports on how the Japanese, US and UK financial planning industries are respondi...

Financial planning

Recently on a flight, I found myself sitting next to a couple also on their way back home to Airlie Beach, near Mackay. Striking up a conversation, I found they had moved...

Financial planning

The Australian Securities and Investments Commission (ASIC) and the Australian Consumers’ Association (ACA) will engage in a survey of the financial planning industry des...

Financial planning

The Australian Securities and Investments Commission (ASIC) and the Australian Consumers' Association (ACA) will engage in a survey of the financial planning industry des...

Financial planning

The former chair of the Financial Planning Association’s (FPA) Canberra chapter has been jailed for up to six years for stealing funds from his clients in a failed attemp...

Financial planning

Very few people in the industry would have failed to notice the push to higher education standards that have been going on in recent years, especially after it received a...

Financial planning

The term retail means less now than what it did five years ago....

Financial planning

The financial planning industry has been called on to play its part in the international fight against terrorism....

Financial planning

The Financial Planning Association has partially reversed its decision requiring planners who receive training with other education providers to sit a challenge test, as ...

Financial planning

Over the past 12 months the working lives of Australia’s financial planning fraternity has been given a good shakeup and for some, even been turned upside down. The bad n...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 4 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 10 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 8 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 11 hours ago