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FPA
Financial planning
Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...
Financial planning
The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...
Financial planning
The Australian Security and Investments Commission (ASIC) has extended the deadline for compliance with its training requirements to 30 June 2002....
Financial planning
It doesn’t happen often, but it does happen. Kate Kachor outlines what to do when your client makes a complaint....
Financial planning
Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....
Superannuation
Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products. Superan...
Financial planning
The Australian Security and Investments Commission (ASIC) has extended the deadline for compliance with its training requirements to 30 June 2002....
Financial planning
Australia’s financial advice industry is underpinned by licensing arrangements enforced and administered by the ever shrinking resources of our investment watchdog. Tom C...
Accounting
Lawyers and accountants will not be subject to the same licensing requirements as financial planners if the findings of the Joint Statutory Committee on Corporations and ...
Financial planning
The Financial Planning Association (FPA) has signed on JD Allen & Associates as the recruitment agency in charge of forwarding candidates for the association’s chief exec...
Financial planning
The Financial Planning Association (FPA) has appealed to the government to axe its proposal to introduce a declared professional body (DPB), saying it unfairly advantages...
Financial planning
The funds management industry should brace itself for an explosion of product launches in the next few years, according to BT Funds Management’s Terry Power....
Financial planning
I was interested to read the article on a new system where financial planners pay to be star rated in a reference database for consumers (“Advisers to pay for star rating...
Financial planning
Financial services groups with global scale and reach will be the big industry winners in coming years, according to AXA Australia chief executive Les Owen....
Financial planning
Investors have failed to grasp the concept of gearing, even though the majority of wealthier clients gear into their own homes, according to former FPA president Russell ...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...