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FINANCIAL PLANNING ASSOCIATION
Editorial
The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....
Financial planning
Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of this year's Money Management Financial Planner of th...
Financial planning
The Government is not likely to budge on the implementation of an opt-in provision but is flexible on how it is achieved....
Financial planning
FPA makes possession of a relevant degree mandatory for membership from 2013....
Financial planning
Form filling too often supplants personality in financial planning....
Financial planning
Financial planners are at risk of being unintentionally caught out under the new credit licensing regime....
Financial planning
The Federal Government has revealed its 16-member advisory panel for financial advice and professional standards....
Editorial
Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...
Editorial
There is much to recommend in the proposal by the international Financial Planning Standards Board to push for global regulatory and legislative restrictions on the use o...
Financial planning
More than two years after the cracks in Storm Financial’s advice model began to show, the Financial Planning Association (FPA) has expelled director Emmanuel Cassim...
Superannuation
Financial planners who delayed their retirement plans as the financial crisis hit are now starting to come back to market....
Editorial
With accountancy body the National Tax and Accountants' Association setting up a financial planning arm specifically aimed at getting accountants back into the advice spa...
Financial planning
In light of some dealer groups making a move towards improving their own professional standards, there have been more calls for higher education standards for financial p...
Financial planning
The FPA has denounced the Industry Super Network’s stance that asset-based fees are commissions in disguise, questioning whether in fact cross-subsidisation of intr...
Financial planning
Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...
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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...