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FINANCIAL PLANNING ASSOCIATION
Financial planning
The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...
Financial planning
The number of legislative and regulatory changes for the financial planning industry coming through in the next couple of years could be too burdensome and distracting fo...
Financial planning
With the Government promising to increase education requirements for financial planners through its Future of Financial Advice (FOFA) reforms package, the AMP Horizons Ac...
Financial planning
The Financial Planning Association (FPA) would like to see a better model used for pricing individual risk that would potentially bring down the costs of professional ind...
Financial planning
The National Consumer Credit Protection Act has opened up opportunities for brokers to sell risk products. Janine Mace reports....
Editorial
Sydney-based planning principal, Greg Cook, questions whether advice being given to consumers by the Australian Securities and Investments Commission is really in the pub...
Financial planning
Legal experts believe the Government's proposed opt-in reform will be challenged due to a potential clash with current contract law....
Financial planning
Calls have been made by financial planners in the US to follow Australia’s lead for advisers to adhere to a fiduciary standard of care when providing clients with investm...
Financial planning
Welcome to the Money Management Education series. ...
Financial planning
The FPA has responded to the ISN's claims of a 'crisis of confidence' with the financial planning industry by encouraging planning clients to ensure advice they receive i...
Superannuation
The growing market for retirement community homes presents a great opportunity for financial planners to serve as independent coaches in a complex area riddled with traps...
Editorial
In its pre-Budget submission to the Federal Government, the Financial Planning Association called on the Government to implement a range of initiatives to support the cur...
Financial planning
Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....
Editorial
It has become self-evident that either directly or indirectly, opt-in is going to drive up the cost of financial advice for many Australian consumers, writes Mike Taylor....
Financial planning
The advertising campaign proposed by the Financial Planning Association (FPA) will cost up to $15 million over five years....
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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...