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FINANCIAL PLANNING ASSOCIATION
Financial planning
The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....
Financial planning
Will the renewed optimism in the financial services industry bring on more jobs and higher salaries? What can financial planners hope for in terms of career opportunities...
Financial planning
With next week’s FOFA event having sold out, Money Management is now offering a webstream....
Financial planning
In what promises to be one of the most comprehensive debates around the shape of the financial planning industry in a Federal election year, Money Management has joined w...
Editorial
With scores of financial planners changing dealer groups, Mike Taylor writes that it is important for those doing the recruiting to undertake the necessary due diligence ...
Policy & Regulation
The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...
Editorial
It is to be hoped that the Minister for Financial Services, Bill Shorten, has noted the capacity of the financial planning industry to do good and to rally to the needs o...
Financial planning
ASIC ordered AAA planners to be covered by the dealer group’s PI insurance policy until 29 January, 2014....
Financial planning
The Financial Services Council (FSC) is set to seek class order relief from provisions in the Trade Practices Act in order to implement its anti-churning policy, accordin...
Financial planning
The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....
Financial planning
The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....
Financial planning
Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...
Financial planning
The Financial Planning Association has launched a pro bono service to provide financial advice to victims of recent natural disasters around Australia....
Financial planning
The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....
Financial planning
In a bid to promote financial planning, members of the FPA will use an online forum to answer financial questions put by the Australian public....
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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...