Financial planners are at risk of being unintentionally caught out under the new credit licensing regime....

The majority of financial advisers believe RG 146 is an inadequate minimum entry standard and that a tertiary qualification requirement should be introduced, according to...

The financial planning industry presents an opportunity for better client segmentation, a greater understanding of client needs and then building tailored services around...

Well-known industry figure Greg Dunger has emerged as the new director of financial planning for non-institutionally owned advice firm Centric Wealth....

There is much to recommend in the proposal by the international Financial Planning Standards Board to push for global regulatory and legislative restrictions on the use o...

The Financial Planning Standards Board has released a guidance document in support of supervised work experience for financial planning entrants....

The Commonwealth Bank of Australia has tightened its lending criteria for financial planning businesses....

The Financial Planning Association has warned financial planners that, like physicians, they have an ethical obligation to consider whether professional intervention is w...

The Financial Planning Association has reported an increase in the number of complaints about advisers failing to let go of clients wishing to leave a practice....

Future2 charitable foundation named as official charity for FPA conference....

The international Financial Planning Standards Board believes it’s time for the use of the title ‘financial planner’ to be restricted and protected by l...

The FPA will use its annual conference this month to outline a new direction as a professional association....

The Treasury has deferred the application of the National Tax Agent Services regime to financial planners until 1 July, 2011, a move which has been applauded by financial...

eJobs Recruitment Specialists has noted a 5.5 per cent drop in national advertised roles in the financial planning industry in the three months to October 31, with job lo...