FPA
Financial planning
This year will see the FSRA come into force in financial planning practices everywhere, but what else is on the agenda? JULIE BENNETT reports....
Financial planning
We are a financial planning practice that has developed from the old style insurance company. Because of this we have about 4,000 clients spread all over Australia. Under...
Financial planning
The Financial Planning Association (FPA) is reviewing the provision of education services and may even cease to offer courses according to chief executive Kerrie Kelly....
Financial planning
The Financial Planning Association (FPA) has written a submission to the Australian Securities and Investments Commission (ASIC) requesting it use its discretionary power...
Financial planning
The Australian Securities and Investments Commission (ASIC) has put institutions with aligned advisers on notice after a recent surveillance project found that commission...
Financial planning
The Financial Planning Association (FPA) has confirmed long running speculation regarding its education progam by ceasing to offer education to members directly, and will...
Financial planning
The Securities Institute has seized the opportunity to swoop on yesterday’s deficit announcement by the Financial Planning Association (FPA) by revealing it attracted 1,6...
Editorial
The Financial Planning Association (FPA) will post its first end of financial year operating loss this year, with an expected $2 million deficit for 2004, due to a fall i...
Financial planning
The recent restructure of the FPA has not stemmed staff departures with public policy and government relations manager Con Hristodoulidis and international and certificat...
Financial planning
The Financial Planning Association (FPA) is confident its membership is well-positioned to endure any future shadow shopping surveys due to marked improvements in industr...
Financial planning
The Financial Planning Association (FPA) has declared its membership is geared for Financial Services Reform (FSR), with 97 per cent of its principal members having recei...
Financial planning
Financial planning software provider Xplan Technology will integrate the risk profiling system of FinaMetrica (formerly ProQuest) after the two groups signed a deal to me...
Financial planning
It’s not every day you come across someone like Simone Vanden-Driesen. As a director of financial planning firm Leishman Financial Services, a certified financial planner...
Financial planning
David Haintz sees himself as one of the younger breed in the Australian financial planning industry – something he says is reflected in the approach Haintz Financial Serv...
Financial planning
When Peter Leggett says he believes in an holistic approach to financial planning, he means an approach within which an investment strategy is only a part of the broader ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...