FINANCIAL PLANNING INDUSTRY

Life/Risk

As Rhonda Virtue writes, it is essential that members are educated about the impact of choice on insurance....

Financial planning

Paul Resnik goes in search of some of the answers to the problems currently facing the financial planning profession....

Financial planning

The Australian Securities and Investments Commission will seek indirect influence in regulating real estate ‘get-rich-quick’ schemes when it releases findings from an ind...

Financial planning

The Australian Stock Exchange (ASX) has appointed Jillian Segal, former commissioner and deputy chair of the Australian Securities and Investments Commission (ASIC), as a...

Financial planning

Australian Liberal Party Senator John Watson has backed away from comments he made two weeks ago in which he said he hoped financial planners would one day become superfl...

Financial planning

Australian Liberal Party Senator John Watson has criticised the financial planning industry, labelling it one of the significant weaknesses in Australia’s superannuation ...

Editorial

The industry is full of elephants, says Rob Keavney, but the elephants’ days are numbered....

Financial planning

Recent legislation is set to revamp the South African financial planning industry. Craig Phillips reports....

Financial planning

As the call for professional standards echoes around Asia, various industry bodies are lining up for a piece of the action. Ben Abbott reports....

Financial planning

LARGE financial planning groups must reconsider the structure and culture of their businesses to avoid losing clients to more adaptable and individually focused smaller i...

Financial planning

The Financial Planning Association (FPA) today launched its Professional Partners initiative in a bid to raise public confidence levels in the industry, and has appointed...

Financial planning

Negotiations between the Financial Planning Association (FPA) and Zurich London over setting up the association’s own in-house professional indemnity (PI) insurance schem...

Financial planning

The Association of Independently Owned Financial Planners (AIOFP) has released a position paper slamming the industry over conflicts of interest and calling for greater l...

Financial planning

The complexity of financial planning has become a burden, however, as Prue Moodie writes, one suggestion may provide the answer, though it may not be warmly received....

Editorial

Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...

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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...

3 days ago

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

1 week ago

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

3 weeks 5 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....

3 weeks 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 ...

6 days 3 hours ago

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

5 days 6 hours ago