FINANCIAL PLANNING ASSOCIATION

Financial planning

The FPA has advised that its investigation into the activities of Tasmanian-based adviser Brendan Moore has been wrapped up, with its disciplinary committee imposing only...

Financial planning

The key message of the FPA presentation to the Parliamentary Committee conducting the inquiry into the Structure and Operation of the Superannuation Industry was the need...

Financial planning

Records of advice have been included in a revised version of the Financial Planning Association’s guide on the development of effective Statements of Advice, released yes...

Financial planning

The Financial Planning Association has called for changes to be made to the Financial Services Reform Act to ease the burden of compliance on financial planners and make ...

Financial planning

The nomination process for the 2006 Money Management Financial Planner of the Year award has now begun....

Financial planning

Entries close this Sunday, October 1, for the prestigious Paraplanner of the Year Award....

Financial planning

A primetime interactive television program illustrating how valuable good quality financial advice can be for all Australians is set to screen in October of this year....

Financial planning

The Financial Planning Association has amended the level of experience it requires from its Certified Financial Planner candidates to better reflect that of a typical car...

Financial planning

Former Perth Chapter chairman Julie Matheson has responded to her removal from the position by the Financial Planning Association’s national board last week by announcing...

Financial planning

AMP financial planner Harry Moustakas CFP has won the NSW wealth accumulation category of the Financial Planning Association’s inaugural Value of Advice Awards....

Financial planning

Entries are open today for the prestigious Paraplanner of the Year Award. Only paraplanners who hold a proper authority and have fully or partially completed formal finan...

Financial planning

The Financial Planning Association’s Value of Advice campaign featuring the anti-hero Dazza has been well received to date and has gone a long way toward alerting consume...

Financial planning

A senior executive of a data warehousing organisation estimates that it will cost major financial institutions up to $100 million to implement systems and procedures to e...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

5 days 11 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

6 days 14 hours ago