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Financial planning
The Government’s plan to make professional indemnity insurance mandatory for financial planners has received a lukewarm response from the Financial Planning Association o...
Financial planning
Premiums for professional indemnity insurance for financial planners have plummeted in the last 12 months, but a major insurance company has warned the Westpoint situatio...
Financial planning
The current minimum compensation arrangements applying to holders of an Australian Financial Services licence will continue to apply for another six months while the Gove...
Financial planning
The Financial Planning Association and Association of Financial Planners are considering applying to join a new indemnity scheme for peak professional bodies offered by t...
Financial planning
Licensing of people who provide advice on financial services products is not a straight forward subject. Admittedly, the Financial Services Reform Act (FSRA) bought toget...
Financial planning
Western Australia has been operating a mortgage broker licensing system for more than 10 years, and is the only state that has a licensing system for brokers, although th...
Financial planning
The FPA will release the final version of its principles to manage conflicts of interest on the day before chief executive Kerrie Kelly leaves her post....
Financial planning
Remuneration levels, reasonably priced professional indemnity insurance, good training facilities, product research and technical support are the five top criteria financ...
Financial planning
The Association of Independently Owned Financial Planners will scrap its current professional indemnity insurance deal in favour of a new scheme that will see it largely ...
Financial planning
There are some members of the financial services industry whose influence transcends any particular year. They are, and always will be, some of the industry’s most influe...
Financial planning
There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...
Editorial
Booming investment markets and a decision to not pay almost $1 million for professional indemnity cover have helped Barry Lambert’s Count Financial to record a $12.3 mill...
Financial planning
The Financial Planning Association’s (FPA) new professional indemnity (PI) insurance facility has proved its worth, demonstrating that it could save members 15 per cent o...
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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 ...