FINANCIAL PLANNING ASSOCIATION

Financial planning

The Financial Planning Association (FPA) has reacted strongly to news that two accounting bodies intend to set up independent financial planning designations....

Financial planning

New codes which identify parties to electronic commerce transactions are being developed for financial planners....

Financial planning

Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...

Financial planning

The Financial Planning Association is developing a concerted campaign to put retirement income issues on the Federal Government's agenda. Here, Michael McKenna puts the c...

Financial planning

After a long drought, some showers of blessings have finally rained down on the savings industry. The shower was in the form of a press release on the taxation of collect...

Financial planning

Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
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