FPA CHIEF EXECUTIVE
Financial planning
The FPA endorses latest protection initiative from the ATO....
Financial planning
The corporate regulator has announced it will apply a commonsense approach to the rules governing the proper issuance of Statements of Advice in the lead up to the simple...
Financial planning
At least one dealer group is poised to leave the Financial Planning Association after restrictions on the use of its Certified Financial Planner brand are scrapped on Jul...
People & Products
The Financial Planning Association has recruited Association of Superannuation Funds of Australia chief financial officer and company secretary Robert Swanbury as its new...
Financial planning
The Financial Planning Association has established a professional indemnity insurance broker panel to enhance the level of PI insurance support it offers members....
Financial planning
The Financial Planning Association has meted out the most severe punishment against a Western Australian-based planner and planning practice regarding advice about Westpo...
Financial planning
Insurance information website the risk store has launched a training program for life risk advisers and insurers describing the initiative as a first for the insurance in...
Financial planning
The Financial Planning Association has released a checklist of regulatory requirements to assist members when advising clients on superannuation switching....
Financial planning
The Financial Planning Association will have to find two staff replacements following the resignation of yet another executive, the second staff departure announcement fo...
People & Products
The Financial Planning Association is on the look out for a new Policy and Government Relations Manager, after John Anning announced his resignation....
Financial planning
The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...
Financial planning
An industry review of the Code of Practice on Alternative Forms of Remuneration has found local licensees and planners have adapted well to the disclosure regime....
Financial planning
The Government’s plan to make professional indemnity insurance mandatory for financial planners has received a lukewarm response from the Financial Planning Association o...
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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...