FPA CHIEF EXECUTIVE

Financial planning

The Financial Planning Association (FPA) has slammed a recommendation by the Federal Joint Parliamentary Committee on Corporations and Financial Services that may allow a...

Financial planning

A "plain English" guide on the Statement of Advice (SOA) and a model Financial Services Guide (FSG) have been released by a consortium of industry groups to assist member...

Financial planning

Negotiations between the Financial Planning Association (FPA) and Zurich London over setting up the association’s own in-house professional indemnity (PI) insurance schem...

Financial planning

A restricted definition for the terms ‘financial planner’ and ‘financial adviser’ would protect consumers from shonky operators pretending to be financial planners, accor...

Financial planning

The Financial Planning Association (FPA) yesterday welcomed the Federal Government’s renewed commitment of introducing its superannuation choice and portability policies....

Financial planning

The Financial Planning Association (FPA) will hold a meeting of its 31 chapter chairs this week to combat what it sees as problems communicating with its membership base....

Financial planning

The Australian Securities and Investments Commissions (ASIC) will act against individual firms named in a damning report released this week on the quality of financial pl...

Financial planning

The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have joined forces to warn the Australian Prudential Regulation Auth...

Financial planning

A war of words has begun between three industry bodies over disclosure of commissions on risk products and the viability of the Financial Services Reform Act (FSRA)....

Funds management

The Financial Planning Association (FPA) has reacted strongly to claims from the Australian Prudential Regulatory Authority that commission based advisers compromised the...

Financial planning

The Financial Planning Association (FPA) has admitted that its membership base suffers serious weaknesses in the key areas of disclosure, training, risk management and ad...

Financial planning

The Financial Planning Association (FPA) will create a separate commercial unit to provide education and training to its members....

Financial planning

The low level of Australia’s household cash savings could prove a major crisis for the country in the future, the Financial Planning Association (FPA) has warned....

Financial planning

The Financial Planning Association (FPA) has called on the Government to offer incentives and assistance to financial planners in transitioning their businesses over into...

Financial planning

The low level of Australia’s household cash savings could prove a major crisis for the country in the future, the Financial Planning Association (FPA) has warned....

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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 4 days ago

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

1 week 6 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 4 days ago
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