FPA
Financial planning
The Financial Planning Association (FPA) has signalled it will continue with its push to clean up the profession and raise the standard of advice provided by financial pl...
Financial planning
The average Statement of Advice prepared by financial planners is full of jargon and unnecessary information, but lacking in key disclosure elements, an investigation by ...
Financial planning
Competition for a limited number of spots on the Financial Planning Association (FPA) board is expected to be fierce, with 15 candidates confirming last week they will ru...
Financial planning
Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....
Financial planning
Payments received by financial planners for using master trusts and wrap platforms are set to come under increasing scrutiny, with two key industry bodies close to signin...
Financial planning
The departing chair of the Financial Planning Association (FPA) has sent a strong signal to the association’s members that it is planning to stay on course with reforms t...
Financial planning
Relief from burdensome Statement of Advice (SOA) requirements for planners who provide direct equity advice could be imminent, with the Financial Planning Association (FP...
Financial planning
The Financial Planning Association (FPA) has released a practical guide on constructing Statements of Advice (SOAs) to its members in a bid to minimise the administrative...
Financial planning
Without a doubt, the introduction of the Financial Services Reform Act (FSRA) on March 11 was a watershed for the industry....
Financial planning
Inadequate professional indemnity (PI) insurance is proving a major compliance hurdle for financial planning dealer groups, the Australian Securities and Investments Comm...
Financial planning
The Financial Planning Association (FPA) has been forced to defend itself against accusations that it will not be able to police its own self imposed get-tough codes on s...
Financial planning
Financial planners have taken a lot of criticism recently from some who say we are not moving quickly enough to embrace change....
Financial planning
An industry scheme to provide planners with professional indemnity cover is close to being set up, but could be scuttled at the eleventh hour because of a reluctance by d...
Financial planning
Western Australian Godfrey Pembroke adviser Christopher Craggs is the only new face on the board of the Financial Planning Association, with perennials Sarah Brennan, Cor...
Financial planning
The advisory offshoot of professional services giant KPMG has joined the Financial Planning Association as a principal member, an addition which chief executive Kerrie Ke...
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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...