11 March 2010 | The FPA is addressing concerns that uncertainty about the Tax Agents Services Act 2009 - which is intended to govern and raise the standards of the provision of tax agent services - might result in additional licensing requirements for financial planners.
10 March 2010 | The leaders of the Financial Planning Association and the Association of Financial Advisers have indicated they will discuss a possible merger of the two competing bodies.
10 March 2010 | Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity.
10 March 2010 | The only dedicated multimedia news bulletin for the financial advice industry. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.
4 March 2010 | Consumers, as well as FPA members, will soon be able to access a 'name and shame' register of banned members.
3 March 2010 | The only dedicated multimedia news bulletin for the financial advice industry. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.
1 March 2010 | A change in the FPA leadership may be for the better, writes Mike Taylor.
1 March 2010 | Financial Services is fraught with conflicts of interest, says Robert Keavney. But the regulatory focus on these problems means that financial planning has a bright future.
26 February 2010 | The Financial Planning Association (FPA) has officially launched its anonymous reporting facility, FPA Confidential.
22 February 2010 | Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and advisers alike.
15 February 2010 | The Financial Planning Association's (FPA’s) Job Board attracted over 1,500 visitors in one week, demonstrating the need for such a portal, said FPA chief executive Jo-Anne Bloch.
15 February 2010 | The FPA is calling for nominations for its 2010 Fellow Awards, which recognise outstanding commitment to the industry.
12 February 2010 | Independent financial planning practices concerned about moving away from a commission-based fee structure should speak to clients individually to work out a case-by-case solution, according to financial strategist Lap-Tin Tsun from E+W Strategic Partners.
8 February 2010 | With the war for talent set to resume in the wake of the global financial crisis, some are arguing that the only way to develop the industry to its fullest potential is to invest in the future. Caroline Munro reports.
3 February 2010 | In lobbying the Government in the lead-up to this year’s Budget, the Financial Planning Association (FPA) has repeated its calls for an increase in the superannuation guarantee (SG) and for upfront financial advice costs to be made tax deductible.
29 January 2010 | The principals and directors of financial planning practices will need to ensure they, their planners and their employees have appropriately nominated the superannuation fund of their choice or risk defaulting to a number of industry funds nominated under the Banking, Finance and Insurance Award.
28 January 2010 | The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge.
25 January 2010 | Recent action in the NSW Supreme Court over the status of Adviser Service Fees when authorised representatives change licensees appears to have
raised more questions than it has answered. Mike Taylor reports.
22 January 2010 | The Commonwealth Bank has called for the retention of dealer group rebates and a self-regulatory approach to the removal of commissions from the financial planning industry.
19 January 2010 | The Financial Planning Association (FPA) has found a replacement for the position of general manager of policy and government relations, which was left vacant following Gerard Fitzpatrick’s move to the Australian Securities and Investments Commission.
09:20 AM | The risk insurance awareness initiative Lifewise has seen support numbers double since its launch in May 2009.
21 December 2009 | As 2009 comes to a close, Money Management examines the policy developments that have shaped and will reshape the industry.
21 December 2009 | As 2009 comes to a close, Money Management looks at the trends and developments that will reshape the industry in 2010.
21 December 2009 | The Financial Planning Association’s (FPA’s) white paper on education expectations during its national conference last month appears to be a knee-jerk reaction to mounting criticism and scrutiny, write Rakesh Gupta and Ken Bruce.
21 December 2009 | The Australian financial planning industry has finished 2009 having successfully surmounted a number of its greatest challenges, writes Mike Taylor.