financial planning association

FINANCIAL PLANNING ASSOCIATION

Financial planning

Michelle Tate-Lovery a step ahead of the rest

It was Michelle Tate-Lovery's drive to professionalism and focus on client education which won her the 2012 Money Management Financial Planner of the Year title. Milana P...

Accounting

Some commissions may survive under APES 230

The Accounting Professional and Ethical Standards Board (APESB) has indicated the APES 230 standards will not force planners to move clients out of insurance contracts th...

Financial planning

FPA announces Best Practice Award winners

The FPA rewards its top financial planners with the announcement of the 2012 Best Practice Award winners in Melbourne....

Financial planning

National planning curriculum launched

The Financial Planning Education Council has launched its approved national Accreditation and Curriculum Framework for financial planning university degrees....

Editorial

It's time for consensus on insurance churn

With ASIC's Peter Kell pointing to a level of life insurance policy churning to warrant regulatory concern, it is time for a clear definition of 'churn'....

Life/Risk

Parties look to churn compromise

The Financial Services Council (FSC) is understood to be close to reaching a compromise on its so-called Life Insurance framework which, if agreed, would give advisers a ...

Financial planning

Synchron calls FSC remuneration model anti-competitive

Synchron director Don Trapnell has called the FSC's proposed adviser remuneration model anti-competitive....

Editorial

Questions swirl around ASIC's opt-in consultation paper

The Australian Securities and Investments Commission (ASIC) last week released its consultation paper Future of Financial Advice: Approval of codes of conduct for exempti...

Financial planning

Principles already ingrained in boutiques

The Boutique Financial Planning Principals' Group (BFPPG) will not be submitting its own code of conduct to the Australian Securities and Investments Commission for appro...

Editorial

Codes of conduct risk creating financial advice duopolies

Mike Taylor writes that codes of conduct are only effective when those who sign up genuinely appreciate the consequences that follow a breach....

Financial planning

Licensees should be responsible for codes of conduct

Professional codes of conduct should be the responsibility of financial services licensees rather than industry associations in order to be fairer to consumers, according...

Financial planning

FPA reports slight budget surplus

After recording a budget deficit of more than half a million dollars in 2010/11, the FPA has emerged into the black in the last financial year, according to its annual re...