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FINANCIAL PLANNING ASSOCIATION
Financial planning
Practice management consultancy E&W Strategic Partners has released a transition to fee-for-service handbook that it believes goes beyond the pricing of advice....
Financial planning
The FPA has launched an online education tool designed to help planners through the early trust building phase of a client relationship....
Financial planning
Accountant advisers are preparing their arguments against reforms which would see them prohibited from receiving any form of asset based fee, from as early as 1 July next...
Financial planning
Responsible Investment skills are becoming career essentials for financial services industry professionals around the globe, according to the Responsible Investment Acade...
Financial planning
The FPA calls for industry support to give its DollarSmart program more impetus....
Editorial
With the Federal Election campaign now approaching the halfway mark, Mike Taylor notes that there has been precious little discussion about financial services, the Future...
Financial planning
FPA Confidential has resulted in 12 formal investigations since it was launched in February....
Financial planning
Financial planning industry bodies must be careful taking sides during the election campaign - but at the same time they must continue stating their positions, writes Mik...
Financial planning
ANZ-owned dealer group Millennium3 Financial Services has withdrawn its principal membership of the Financial Planning Association....
Life/Risk
The Financial Planning Association has found no evidence of mis-selling of life insurance that would justify a ban on commissions, stating that the only beneficiary of th...
Financial planning
Professional Investment Holdings' subsidiary company, Associated Advisory Practices, is growing not only in scale, but also in influence among the independent advisory fo...
Life/Risk
The Federal Opposition is reserving judgement on the Cooper Review recommendation to ban insurance commissions while the financial planning sector battles it out with the...
Editorial
The electoral cycle has overtaken the Government's agenda to change the financial planning industry and, as Mike Taylor reports, the ultimate outcome will be dictated by ...
Financial planning
The founders of Sonray Capital Markets have been grounded while investigations into the advice firm's collapse continue....
Financial planning
Research conducted by Investment Trends on behalf of the FPA has found consumers would rather speak to a financial planner than their super fund for advice....
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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...