Retirement savings near $1 trillion
03 October 2006
The prospect of more relaxed taxation and withdrawal arrangements has helped boost Australia’s funds under management by almost 20% over the 12 months to June this year…
Life Insurance
Don’t let Westpoint put you off, says FPA
26 September 2006
The collapse of WA property group Westpoint should not deter Australians from consulting financial advisers, according to the Financial Planning Association…
FPA broadens CFP accreditation
26 September 2006
The FPA has revised its experience requirements for planners seeking certified financial planner status to be more in line with a typical career path…
FPA loses more senior staff
26 September 2006
Two senior staffers at FPA have resigned…
Financial planners in the spotlight
19 September 2006
Financial planners have been making headlines for all the wrong reasons over the past few months…
AMP appoints a scrutineer
19 September 2006
AMP has engaged external advisers to review its operations after the unprecedented ASIC report…
FPA votes
19 September 2006
All the scrutiny it is enduring is not deterring the FPA from being in election mode…
Planner furore a ‘teacup’ storm
12 September 2006
Australia’s financial services industry is back in the spotlight this week after a prominent business leader played down media and regulator criticism…
Praise for ADR co-operation
05 September 2006
Dispute resolution groups within the financial services sector are working together to reduce costs, improve efficiency and provide a higher level of customer service…
FPA pushes for super advice
05 September 2006
The Financial Planning Association wants the Federal Government and regulators to encourage people to seek professional advice on their superannuation…
AMP defies regulator
29 August 2006
Despite the reprimand it received from the Australian Securities and Investments Commission for misleading customers, AMP remains determined to pay commissions…
Dazza pulls in the crowds
29 August 2006
About 150,000 people are more likely to see a financial planner after the first phase of the “Don’t Ask Dazza” marketing campaign by the Financial Planning Association…
NZ life insurance tax under review
22 August 2006
The NZ Government plans to review the country’s taxation rules for life insurance to give it greater parity with other financial products…
Lack of synergies sees Tower split
15 August 2006
Combining two financial companies across the Tasman was never going to be easy…
Helmich steps aside in wake of AMP undertaking
08 August 2006
The Financial Planning Association – an organisation that has spent an enormous amount of time and effort promoting professionalism in the industry…
Clients must come first, says AMP boss
08 August 2006
The financial services industry is growing at a rapid rate and although mistakes will be made along the way the industry must focus on the needs of consumers…
Penn back at Axa after APRA scare
08 August 2006
Despite APRA trying to have Axa Asia Pacific Holdings executive Andy Penn disqualified from acting as a trustee, he is back in his old position at the company…
Zurich teaches advisers life skills
08 August 2006
Zurich Australia is offering practical “soft skills” training for advisers to assist in the discussion of sensitive issues with clients…
Mohl promises changes over conflicts
01 August 2006
AMP will review financial advice given to 7000 customers after ASIC disciplined Australia’s biggest superannuation fund manager over failure to manage conflicts of interest…
Call for parallel regulation
25 July 2006
Financial services professionals need to be much more aggressive and engaged with regulatory matters, according to the industry’s leading education body…