FINANCIAL PLANNING ASSOCIATION

Financial planning

The FPA has appointed Dr June Smith as Chair of its Conduct Review Commission (CRC), the body which monitors the conduct of FPA members. ...

Financial planning

BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....

Financial planning

The new AFA president said it would not match resources with anti-advice groups but focus on member and consumer engagement....

Financial planning

BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....

Financial planning

A record number of students from different universities put their hand up for a cash prize and a boost to their professional standards at the AMP University Challenge....

Life/Risk

AFA and FSC form working body while FPA calls for insurance providers to review their offerings...

Policy & Regulation

Increased Government regulation of the financial services sector will not improve the public’s view of the industry, the Minister for Finance and acting Deputy Treasurer,...

Financial planning

Higher standards is the mantra but have planners dragged the chain on lifting them? ...

Financial planning

A new statutory body should control education and professional standards according to FSC, however it may sideline professional associations seeking self-regulation....

Editorial

The major institutions are right to take the lead on lifting educational standards in the financial planning space....

Editorial

While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...

Financial planning

Young Australians are increasingly looking for quick fix advice to make their savings last, while over 50s have their eyes squarely on retirement, FPA research has reveal...

Editorial

Mike Taylor writes that Financial Services Council chief executive, John Brogden used his last annual conference address to point to how little the big issues have change...

Financial planning

Middletons further develops resourcing in South Australia....

Editorial

Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...

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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 1 week ago

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

2 months 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 1 week ago

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

1 week 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 6 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago
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