FINANCIAL PLANNING ASSOCIATION
Financial planning
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
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
The FPA rewards its top financial planners with the announcement of the 2012 Best Practice Award winners in Melbourne....
Financial planning
The Financial Planning Education Council has launched its approved national Accreditation and Curriculum Framework for financial planning university degrees....
Editorial
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
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 director Don Trapnell has called the FSC's proposed adviser remuneration model anti-competitive....
Editorial
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
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
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
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
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...
Financial planning
AFA signals it will be working to align its Principles of Practice with the outline contained in ASIC consultation paper....
Financial planning
The FPA says its upgraded professional code of conduct will be ready to go as soon as ASIC has finalised the new requirements....
Superannuation
Chan and Naylor's David Hasib urges crackdown on "rogues" promoting and advising on SMSFs....
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...