FINANCIAL PLANNING

Financial planning

Advisers who are concerned about potential conflicts of interests in their businesses will have access to a new resource, thanks to the launch of a new course by a financ...

Financial planning

Competition for a limited number of spots on the Financial Planning Association (FPA) board is expected to be fierce, with 15 candidates confirming last week they will ru...

Financial planning

Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....

Financial planning

The overwhelming majority of clients would drop a financial planning practice cold if their current adviser were to leave the group, prompting serious questions about the...

Financial planning

Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...

Financial planning

Without a doubt, the introduction of the Financial Services Reform Act (FSRA) on March 11 was a watershed for the industry....

Financial planning

The Financial Planning Association (FPA) has released a practical guide on constructing Statements of Advice (SOAs) to its members in a bid to minimise the administrative...

Financial planning

IOOF has made an aggressive bid for a share of the administration market, renaming its in-house back office subsidiary Australian Financial Planning Network as OutScope a...

Financial planning

The Financial Planning Association (FPA) has been forced to defend itself against accusations that it will not be able to police its own self imposed get-tough codes on s...

Financial planning

The ‘product flog’ is hampering attempts at professionalism by financial planners. The big institutions need to ease the sales pressure on advisers, writes Ray Griffin....

Financial planning

Financial planners have taken a lot of criticism recently from some who say we are not moving quickly enough to embrace change....

Financial planning

Corporate cop, fraud detective, consumer advocate, journalist and even financial planner. In a rare and exclusive interview, Chris Cuffe talks to BRUCE MADDEN about the m...

Financial planning

It is not uncommon for country advisers to travel 600 kilometres to see a client. Julianne Dowling reports on financial planning on the land....

Financial planning

The Australian Securities and Investments Commission has warned that it may ramp up its surveillance of financial planning groups to coincide with tough new regulations o...

Financial planning

Australian Unity will accelerate its campaign to build its financial planning business in New South Wales after announcing merger plans with Grand United Friendly Society...

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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 ...

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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 ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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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....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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

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