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FINANCIAL PLANNING ASSOCIATION
Financial planning
As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...
Editorial
The old debate pitting institutions against boutique operators has reared its head once again. ...
Financial planning
The Financial Planning Association’s hunt for a new chief executive appears to be nearing the final stages....
Financial planning
Godfrey Pembroke has been unable to provide details of how a shift towards fee for advice payments will be achieved....
Editorial
Jo-Anne Bloch will leave the Financial Planning Association in the coming weeks, and her replacement must be non-partisan....
Editorial
Industry Super Network's spokesman David Whiteley has criticised the Financial Planning Association's position on commissions associated with the sale of life insurance....
Financial planning
The National Institute of Accountants is lobbying Assistant Treasurer Nick Sherry to ensure financial planners aren’t exempt from the Tax Agent Services Act, saying exemp...
Financial planning
Financial planners remain in the throes of change and the end of the financial year will present further challenges. But sticking to tried and tested tax strategies may s...
Editorial
If the Financial Planning Association and the Association of Financial Advisers are to merge they will have to work through many divisive issues....
Financial planning
Small advice firms have been warned they need to get a better handle on the impact regulatory changes can have on their profit margins and cash flow....
Life/Risk
ISN's David Whiteley argues the FPA's stance on insurance commissions is proof that the industry can’t self-regulate, with commissions leading to unnecessarily inflated i...
Life/Risk
The FPA Board has re-stated its belief that commission payments to advisers on the sale of insurance products should continue, saying a shift to fee-for-service in this a...
Financial planning
Professional Investment Services (PIS) is seeking to buy its advisers' shares in subsidiary funds management business Ventura Investment Management in an effort to remove...
Financial planning
The leaders of the Financial Planning Association and the Association of Financial Advisers have indicated they will discuss a possible merger of the two competing bodies...
Editorial
Mike Taylor warns about the large number of industry bodies in financial services, focusing on AIOFP....
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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...