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FPA
Financial planning
The FPA has presented the second Gwen Fletcher Memorial Award to Crowe Horwath’s Amy Early....
Financial planning
The financial services industry has broadly welcomed the positives in the FSI final report....
Financial planning
FPA chief executive, Mark Rantall, has expressed disappointment that the ASIC chairman’s comments impacted the entire profession....
Financial planning
ASIC has vehemently denied being swayed by lobbying groups to suspend its adviser competency push. ...
Financial planning
Professionalism in the financial services industry remains some distance off and may need Government intervention....
Financial planning
The major financial planning groups and companies are continuing to lobby for FOFA changes, but planners are being urged to accept the law as it currently stands....
Financial planning
Industry organisations have applauded parliament’s restoration of the grandfathering provision in the latest round of the FOFA reforms, claiming it overturned a rule that...
Superannuation
Advisers may need to rethink their approach to aged care advice. ...
Financial planning
FPA chief executive, Mark Rantall acknowledges the high price paid by the industry resulting from bad publicity generated by whistleblowers....
Financial planning
The failure to ask open-ended questions or listen to the goals and feedback of clients are among the most frequent errors that cost planners clients, according to advice ...
Financial planning
Managed account specialists warn that grandfathering needs to be viewed as a diminishing resource....
Financial planning
FPA’s outgoing chairman, Matthew Rowe, says the FPA won’t seek to defend the indefensible where bad advice is concerned....
Policy & Regulation
The FPA has urged a facilitative approach from ASIC as planners seek to comply with the Senate imposed FOFA reversal....
Policy & Regulation
The FPA has denounced efforts in the Senate to disallow amendments to FOFA predicting changes will automatically place advisers in breach of the law....
Financial planning
Industry public offer fund Sunsuper and the Financial Planning Association (FPA) have announced they have agreed to a national referral program....
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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...