FINANCIAL PLANNING ASSOCIATION
Financial planning
James Kenny’s passion for educating up-and-coming stars of the profession saw him take home the 2013 Financial Planner of the Year award, Kate Cowling reports. ...
Editorial
Unified Financial Services principal and industry veteran Michelle Tate-Lovery has been awarded the inaugural Money Management / Super Review Mentor of the Year title. ...
Editorial
Claire Mackay has won the Pro-Bono Award in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...
Editorial
Cherie Feher, the Money Management/Super Review Women in Financial Services Awards' Rising Star, is no stranger to financial planning, having worked as a compliance manag...
Editorial
Carolan Ibbotson has been named BDM of the Year as part of Money Management/Super Review’s Women in Financial Services Awards 2013....
Superannuation
Linda Elkins has been named Superannuation Executive of the Year in Money Management/Super Review’s Women in Financial Services Awards 2013. ...
Editorial
It was probably inevitable that within two months of gaining office and with a minimum of fuss, the Coalition Government has sought to undo some of the last legislative a...
Editorial
'Does ASIC have the power and the resources to fulfil its task as corporate watchdog?' is the question the Australian Senate is asking as part of its review of the regula...
Editorial
The Financial Planning Association has canvassed the possibility of a professional association regulating the industry alongside ASIC but, as Mike Taylor writes, many wil...
Editorial
Mike Taylor writes that as a former ASIC executive, ASFA chief executive Pauline Vamos has managed to spice up the submissions to the Senate Committee reviewing ASIC’s op...
Policy & Regulation
The financial services industry has broadly welcomed the Government’s move to abolish the proposed tax on super earnings over $100,000....
Financial planning
FPA canvasses two-way working relationship between professional bodies such as itself and ASIC....
Superannuation
Industry welcomes Government's changes to self education expenses and the tax on superannuation earnings over $100,000. ...
Superannuation
There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...
Financial planning
Sam Hills outlines what should be on a financial planner’s regulatory radar – and it’s not just the usual suspects....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...