FPA
Financial planning
The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...
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
The Australian Securities and Investments Commission (ASIC) has released details of how it will administer conduct and disclosure requirements for financial planners unde...
Financial planning
The Financial Planning Association (FPA) has released more details of changes to its Certified Financial Planner (CFP) program, to allow those with other professional cre...
Financial planning
The Financial Planning Association (FPA) has announced an overhaul of its education offerings, that will mean a ‘meatier’ education program focused on raising standards, ...
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
Three major industry groups have called for changes to the taxation arrangements for the provision of financial advice in submissions to the Senate Select Committee on Su...
Financial planning
The Financial Planning Association (FPA) today launched its Professional Partners initiative in a bid to raise public confidence levels in the industry, and has appointed...
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
The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...
Superannuation
The Financial Planning Association (FPA) today called on the Federal Government to link the age at which consumers can access lump sum superannuation to eligibility for t...
Financial planning
Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...
Financial planning
The Financial Planning Association (FPA) board of directors will meet on Monday with four ‘leading’ consumer advocates to aid it in taking account of consumer concerns an...
Financial planning
The Financial Planners Federation of Australia (FPFA), a new industry group formed in January, has warned financial planners of being influenced by conflicts of interest ...
Financial planning
The Australian Securities and Investments Commission (ASIC) and van Eyk Research will meet with financial planners in Sydney later this month to combat perceived bad perc...
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...