FINANCIAL PLANNING ASSOCIATION
Financial planning
This is your last opportunity to save up to $330 off your FPA 2006 National Conference registration. Early Bird registrations close today – Friday, July 28 – and won’t be...
Financial planning
Advisers who predominantly use ratings as the basis for recommending insurance products run the risk of encouraging their clients to purchase inappropriate cover due to t...
Financial planning
A new award for financial planners has demonstrated the value of professional financial advice, according to the Financial Planning Association...
Financial planning
The Financial Planning Association and Association of Financial Planners are considering applying to join a new indemnity scheme for peak professional bodies offered by t...
Financial planning
The FPA’S investigation into the activities of Tasmanian-based adviser Brendan Moore that commenced late last year is nearing its conclusion....
Financial planning
ASIC has proactively followed up the main findings of its shadow shopping survey regarding superannuation choice with some suggestions for licensees on how to address the...
Financial planning
The underlying structure of some platform products could impede the broad objective of the FPA’s conflict of interest principles which require advisers to stipulate what ...
Financial planning
ASIC is currently examining whether further regulation is specifically needed for platforms, although at present it is unclear whether they should be defined as a product...
Financial planning
MLC has thrown its support behind the type of remuneration offered by the FPA advice-based fee model....
Financial planning
The recently formed Financial Services Institute of Australasia (Finsia) has formalised the make-up of its board, adopted a new constitution and legally confirmed its cha...
Financial planning
ASIC has recommended that financial planners avoid being paid solely by commissions as a matter of best practice....
Financial planning
Securitor is close to introducing several initiatives as part of its ongoing Tropicana project and overhauling its pricing methods including introducing a system to rewar...
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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...