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Financial planning

The Financial Planning Association’s National Compliance Committee and Professional Standards National Advisory Committee chairman James Doogue will step down from the po...

Financial planning

The Financial Planning Association (FPA) board of directors has released further details of a proposal to alter its membership structure for professionals working in the ...

Financial planning

While the financial services industry has been pulling its collective hair out over the issues surrounding the alienation of personal services income (APSI), it appears o...

Financial planning

The Financial Planning Association (FPA) is planning to change its membership structure to recognise paraplanners and other financial services industry professionals as a...

Financial planning

Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....

Financial planning

The Financial Planning Association (FPA) has lent its support to improvements made to complying income streams legislation....

Financial planning

A number of well known financial planning figures from the local industry are stranded in the US after the Financial Planning Association in America cancelled its annual ...

Financial planning

The retail financial services industry has the opportunity to implement technology which will make it the envy of the financial services world. But, Tom Collins reckons t...

Financial planning

Wealth seminar operators are threatening the advice given by financial planners and making it difficult to provide advice in the future, Ipac director and financial plann...

Financial planning

Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....

Financial planning

Count is to launch its second dealer group, Compound Investments, at this year’s Financial Planning Association conference in Brisbane in November....

Financial planning

The Financial Planning Association (FPA) has come out in support of the Financial Services Reform Bill (FSRB) in the wake of criticism of it by a Parliamentary Joint Stat...

Financial planning

The Financial Planning Association (FPA) has expressed disappointment at the rejection of the Choice of Fund Bill in the Senate on Wednesday....

Financial planning

The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...

Financial planning

The Financial Planning Association (FPA) has scored a massive victory in its battle against alienation of personal services income legislation, managing to obtain what is...

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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’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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