FINANCIAL PLANNING

Financial planning

Genesys business Aspire2 has purchased the client books of BOQ businesses StateWest Finanical Planning and Home Financial Planning....

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People & Products

Libby Roy has been appointed as ipac's general manager, financial planning, starting from April 12....

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Financial planning

CFS Custom Solutions has entered into a white label agreement to provide a platform solution for Guardian Financial Planning....

Financial planning

The outgoing chief executive of the Financial Planning Association, Jo-Anne Bloch, has criticised the three government reviews as a "hodgepodge" of issues and pointed to ...

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Financial planning

The FPA has gained membership ground after a loss in numbers during the 2008-09 financial year....

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Editorial

After two decades as a financial planner, newly retired Ray Griffin explains what he has learned from a career in the industry....

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Editorial

If the Financial Planning Association and the Association of Financial Advisers are to merge they will have to work through many divisive issues....

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Editorial

Richard Oldcorn discusses the use of the optimisation strategy, which is somewhat neglected by financial planners....

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Financial planning

Small advice firms have been warned they need to get a better handle on the impact regulatory changes can have on their profit margins and cash flow....

Financial planning

The Financial Planning Standards Board has announced plans to develop an international assessment process for potential financial planning entrants....

Superannuation

Dixon Advisory is arguing against the imposition of mandatory minimum SMSF balances on the basis that it would amount to excluding one part of the population....

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Editorial

Mike Taylor warns about the large number of industry bodies in financial services, focusing on AIOFP....

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Financial planning

Consumers, as well as FPA members, will soon be able to access a 'name and shame' register of banned members....

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Financial planning

The Australian financial planning industry is leading the world in education standards, according to Financial Planning Standards Board (FPSB) chief executive Noel Maye....

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Editorial

Financial Services is fraught with conflicts of interest, says Robert Keavney. But the regulatory focus on these problems means that financial planning has a bright futur...

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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 3 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 4 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....

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