financial planning

Financial planning

Victorian-based financial planning practice Future First has moved from under the Hillross umbrella to participate under the Paragem Australian Financial Services Licence...

Funds management

Property can fill the gap in retirement income needs

Despite many investors' negative experience during the GFC, Australian Unity's Mark Pratt and Cameron Dickman say property fits the gap needed to create an income stream ...

Financial planning

FPSB praises FPA on FOFA efforts

The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...

Financial planning

Lingering uncertainty on scaled advice

Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....

Policy & Regulation

AFA and FSC link on FOFA forum

The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....

Financial planning

Financial planning practices worth 2-3 times recurring revenue: survey

Planners believe that on average a financial planning practice is worth between two and three times recurring revenue - with smaller practices far more popular, according...

Editorial

Questions swirl around FPA's FOFA deal

A document purporting to be the outline of an agreement on FOFA struck between the Financial Planning Association and the Industry Super Network caused furore in the indu...

Financial planning

Financial planners remain cautious

Financial planner and client sentiment improved marginally in February but remains very fragile amid the expectation of bad news, according to the latest research conduct...

Financial planning

AustralianSuper extends financial planning trial

The trial financial advice arrangement between major planning groups and AustralianSuper is set to be strengthened with an informal breakfast aimed at non-senior advisers...

Financial planning

ISN urged to stop anti-financial planner advertising post-FOFA

The Association of Financial Advisers and Financial Planning Association say the ISN has no justification for maintaining its anti-planner advertising post-FOFA....

Financial planning

Cross-ownership a barrier to good financial advice: ASIC

The ownership of financial planners by product manufacturers creates one of the main barriers to improving the quality of advice in Australia, according to ASIC....

Policy & Regulation

Bill Shorten acknowledges points made in controversial document

The Minister for Financial Services, Bill Shorten has flagged eventual moves towards issues contained in document purported to be agreement between FPA and ISN....

Financial planning

Cormann in disbelief over alleged FOFA deal

The Coalition has expressed disbelief the FPA may have done a deal with the ISN conceding opt-in in exchange for other concessions including enshrining the term “financia...