FPA CHIEF EXECUTIVE
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
In what appears to be a counter measure against the marketing campaign of industry superannuation funds, the Financial Planning Association has released its own ‘compare ...
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 Government should proactively encourage Australians to seek superannuation advice to help maximise their retirement incomes, according to the Financial Planning Assoc...
Financial planning
The FPA has taken a blow after an authoritative Assirt/Wealth Insights report revealed most advisers believe it to be ineffective, disorganised and unprofessional....
Financial planning
The Financial Planning Association has released the results of its own research that shows its members feel it is not doing enough to promote the value of advice or the p...
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 power of the FPA to discipline its own members will be put to the test in circumstances where it has confirmed it is investigating 41 complaints against 23 financial ...
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
The Financial Planning Association (FPA) has made a change to the activities it deems acceptable for its practitioner members to fulfil their continued professional devel...
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
The Financial Planning Association is to investigate the circumstances surrounding the enforceable undertaking provided by AMP Financial Planning to the Australian Securi...
Financial planning
AMP Financial Planning’s director of advice-based distribution Steve Helmich has stepped aside as chairman of the FPA’s professional standards and ethics committee while ...
Financial planning
The Financial Planning Association has called for a transitional period of three years in regard to the introduction of the Federal Government’s Anti-Money Laundering and...
Financial planning
In an effort to ensure a smooth implementation of the Principles to Manage Conflicts of Interest, the Financial Planning Association has issued a set of guidelines to its...
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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...