FINANCIAL PLANNING

Financial planning

Some planners are worried that PI requirements risk compromising best interest allocations....

image
Financial planning

The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....

image
Financial planning

Financial planning licensees need to take a close look at their Approved Product Lists (APLs) to ensure they are sufficiently broad, according to Minter Ellison partner R...

image
Financial planning

Engaging inactive clients will be one of the biggest challenges facing financial advisers in the post-FOFA world, according to executive general manager of advice and mar...

image
Superannuation

Time is running out for financial planners and accountants working in the SMSF space to make crucial decisions before legislative changes come in, according to SPAA....

image
Financial planning

In a bid to promote financial planning, members of the FPA will use an online forum to answer financial questions put by the Australian public....

image
Financial planning

While the ultimate shape of FOFA might depend on who wins the next Federal election, financial planners will have a busy year ahead nevertheless, writes the FPA’s Dante D...

image
Financial planning

Some older planners are refusing to sell and instead choosing to live off their commissions income indefinitely, according to Kenyon Partners chief executive Paul Tynan....

image
Financial planning

The National Australia Bank's (NAB's) proposed customer service model will be "beneficial" to most of its financial planners, according to MLC advice and marketing execut...

image
Editorial

Mike Taylor argues that if financial planners are to follow a template for becoming a profession, they should choose medicine over the law....

image
Financial planning

The Finance Sector Union (FSU) has expressed concerns around proposed changes to the remuneration model for National Australia Bank (NAB) financial planners....

image
People & Products

Infocus Group founder Darren Steinhardt will assume the role of chairman following the departure of Barrie Adams at the company's December board meeting....

image
Financial planning

FPA chief executive Mark Rantall counters Federal Opposition doubts by arguing there is a genuine need to enshrine the term 'financial planner/adviser' in law....

image
Editorial

Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...

image
Editorial

2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...

image
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 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 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 ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 5 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 6 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 5 days ago