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Financial planning
Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...
Financial planning
When consultant Pauline Vamos received a copy of the Australian Securities and Investments Commission’s Financial Services Reform (FSR) Policy Statement 181, she was as m...
Financial planning
Getting the public to understand the benefits of financial planning, boosting the reputation of the Certified Financial Planning (CFP) designation and improving communica...
Financial planning
A new set of guidelines on conflicts of interest which will impose tougher requirements on advisers than those introduced by the Australian Securities and Investment Comm...
Financial planning
The Financial Planning Association will offer an assessment and quality accreditation facility for entry level financial education providers, inching the association a st...
Financial planning
The Financial Planning Association has outsourced the administration of its Certified Financial Planner program, awarding the contract to former competitor - the Securiti...
Financial planning
Understanding clients’ needs and helping them achieve their financial goals is the bedrock of Jo Tuck’s practice....
Financial planning
All eyes and ears will be on Kathryn Greiner as she takes over the chairmanship of the FPA at the association’s annual convention. But as REBECCA EVANS reports, she’s rea...
Financial planning
Bendigo-based financial planner George Flack has risen above a range of other high profile candidates to win the Money Management Financial Planner of the Year award for ...
Financial planning
Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...
Financial planning
Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...
Accounting
The Financial Planning Association (FPA) and the Investments and Financial Services Association (IFSA) have moved to head off a further bid by accountants to get a larger...
Financial planning
The Financial Planning Association’s recent news that it was set to post a $2 million deficit, its first ever, for the 2003/2004 financial year is a curious turn of event...
Financial planning
The Financial Planning Association (FPA) would back a push to enshrine its code of conduct on soft dollar payments into legislation - a move that would make the code comp...
Financial planning
Advisers and dealer groups who flout the new industry code of practice on soft dollar payments may be publicly ‘outed’ by the financial planning association (FPA)....
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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...