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FPA
Financial planning
Improving professionalism in the financial planning arena will be a key theme at this week’s Financial Planning Association (FPA) Congress in Adelaide. ...
Financial planning
The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....
Financial planning
The FPA has named Neil Kendall as its new chair, along with making changes to its board....
Financial planning
FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....
Financial planning
Drawing out unethical behaviour within the planning industry hinges on frameworks to support whistleblowers, who are largely dispirited under current governance structure...
Financial planning
Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....
Financial planning
Politicians tasked with raising education and professional standards in the financial advice sector are being urged by the FPA. to “look beyond the noise” of vested inter...
Financial planning
The FPA has appointed Dr June Smith as Chair of its Conduct Review Commission (CRC), the body which monitors the conduct of FPA members. ...
Financial planning
Banning upfront commissions on insurance products is not the answer to weeding out unscrupulous advisers, according to The Boutique Financial Planning Principals’ Group (...
Life/Risk
AFA and FSC form working body while FPA calls for insurance providers to review their offerings...
Editorial
Mike Taylor writes that industry fund members represent a large and largely untapped client base for financial planners to which the FPA has rightly sought to provide acc...
Financial planning
The FSC’s call for an industry-funded advisory board has drawn scorn from two of finance industry’s most vocal bodies....
Financial planning
Higher standards is the mantra but have planners dragged the chain on lifting them? ...
Financial planning
A new statutory body should control education and professional standards according to FSC, however it may sideline professional associations seeking self-regulation....
Editorial
The major institutions are right to take the lead on lifting educational standards in the financial planning space....
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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...