Long gone are the days of a white picket fence and 2.3 children. Today, many clients may have children from both previous and current marriages, with financial obligations and goals for both. The…
Innovation and insurance are not two words that normally go together, but at the moment the insurance industry is keen to link them in the minds of planners.
A long love affair with equities has left many investors in tears. Do alternative investments deserve more attention or are investors just turning to them on the rebound?
Glenn Calder CFP® is having success working as a facilitator in partnering business clients with other aligned professionals in strategies that are significantly impacting their long-term financial…
Government and regulators have been in a frenzy of, often unstructured, reaction to the effects of the GFC, casting about for a villain and for the miracle regulatory response that will ensure the…
The FPA has today acknowledged the findings of a joint parliamentary review of the Trio Capital collapse – the largest superannuation fraud in Australia’s history.
Following this year’s Budget announcement on 8 May 2012, the FPA has announced concern that superannuation is again being used as a political tool for government at the cost of consumers. The…
To support practitioner members in the transition to a fee-for-service model, the FPA has launched a comprehensive online toolkit.
The Minister for Financial Services Bill Shorten spoke with FPA members in Brisbane last week, where he reiterated his support of the FPA for its constructive input into the shaping of the FoFA…
The first Shadow Shopper workshop took place in Brisbane on Tuesday (1 May) with 150 FPA members in attendance to find out what the Shadow Shopper report means for them and to hear first hand what…
In reviewing the results of the regulator’s latest shadow shopper survey into retirement advice, FPA chief executive officer Mark Rantall said it was important that the profession look at this as a…
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Jayson Forrest
Financial Planning magazine asked four planners: "The Government has made some concessions to the FoFA Bill, including class order relief for Opt-in and restricting the use of the term ‘financial…
2 weeks ago
Mark Rantall
The FPA has secured some major wins for members over the past month, particularly in relation to Opt-in, enshrining the term ‘financial planner’, and becoming an approved recognised Tax Agent…
2 weeks ago
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Do you want to enhance client engagement in 2012? This article shares practical tools and tips you can apply immediately to enhance your clients’ experience in the advice process.
Want to enhance your clients’ engagement with the advice process in 2012? Here Leyla Banaei shares practical tools and tips that you can apply immediately in your interactions with clients.
Start 2012 on the right foot with some reflection on where you are and where you want to go, writes Rachel Staggs.
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