POWERED BY MOMENTUM MEDIA
FPA MEMBERS
Financial planning
The Financial Services Council (FSC) is already emerging as a beneficiary of the Financial Planning Association's (FPA's) drive to become a professional association, with...
Financial planning
The Financial Planning Association (FPA) has issued a how-to-vote card with CEO, Mark Rantall, describing the upcoming ballot as a once-in-a-lifetime opportunity for the ...
Editorial
The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...
Financial planning
Student membership numbers up but practitioner numbers down in what outgoing Chair Julie Berry acknowledges as a period of growing pains for both the industry and its pea...
Financial planning
FPA board candidates query use of “independent assessments” on ballot papers....
Financial planning
FPA Confidential has resulted in 12 formal investigations since it was launched in February....
Financial planning
Research conducted by Investment Trends on behalf of the FPA has found consumers would rather speak to a financial planner than their super fund for advice....
People & Products
Former Godfrey Pembroke executive Mark Rantall named as new FPA CEO....
Financial planning
Complaints to the Financial Planning Association for the first quarter of 2010 have centred on planners switching a client's super funds or completing loan applications o...
Financial planning
The Financial Planning Association's (FPA’s) Job Board attracted over 1,500 visitors in one week, demonstrating the need for such a portal, said FPA chief executive Jo-An...
Financial planning
With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch....
Financial planning
The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...
Financial planning
Ripoll Inquiry report airs FPA Board disagreements....
Financial planning
FPA Board endorses commissions shift....
Financial planning
The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...