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The Financial Planning Association has hailed the meeting of its 31 chapters in Sydney as a huge success according to general manager, Rohan Burgess....
Financial planning
A restricted definition for the terms ‘financial planner’ and ‘financial adviser’ would protect consumers from shonky operators pretending to be financial planners, accor...
Financial planning
The differences in attitudes that men and women bring to the provision of financial services are not that wide, rather it appears that women have yet to have their needs ...
Financial planning
Recent damning television reports about the industry may not be all they seem, says Nick Bruining....
Financial planning
The previous chief executive of the Financial Planning Association (FPA) Michael McKenna died suddenly overnight....
Financial planning
Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...
Financial planning
The Financial Planning Association (FPA) yesterday welcomed the Federal Government’s renewed commitment of introducing its superannuation choice and portability policies....
Financial planning
The Financial Planning Association (FPA) will hold a meeting of its 31 chapter chairs this week to combat what it sees as problems communicating with its membership base....
Financial planning
The Financial Planning Association’s (FPA) attempt to set up its own in house professional indemnity (PI) insurance scheme for members has suffered a setback as a result ...
Financial planning
The Joint Parliamentary Committee on Corporations and Financial Services is expected to rule against disclosure of commissions on risk products when it tables its final r...
Financial planning
The credibility of the recent report into the quality of financial planning advice by the Australian Securities and Investments Commission (ASIC) and the Australian Consu...
Financial planning
Small dealer groups are back on the agenda as members of three bodies representing small planning groups have agreed to meet to discuss the creation of a national executi...
Financial planning
An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has attacked the Financial Planning Association over its handling of recent industry criticism brought b...
Financial planning
Count Wealth Accountant’s Barry Lambert has called for certified financial planners (CFPs) to separate themselves from the Financial Planning Association (FPA) while conf...
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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...