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Financial planning
The Minister for Finance and acting Assistant Treasurer, Senator Mathias Cormann has cautioned against a one size fits all approach to the advice regulatory settings....
Financial planning
The FPA has welcomed ASIC and dealer group support for moves to separate product sales and advice....
Funds management
The founder and chief executive of Platinum Asset Management, Kerr Nielson, is the recipient of the 2014 Money Management Lifetime Achievement Award, sponsored by Count F...
Financial planning
The FPA’s 10-point plan to separate advice from product sales urges that the terms ‘commission’ and ‘general advice’ be removed from the planning industry’s lexicon....
Financial planning
The FPA signals a 10-point plan which would see product-related advice subject to regulation and salespeople precluded from being called financial planners/advisers....
Financial planning
FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....
Financial planning
The FPA is concerned that Budget cuts impacting ASIC may, in turn, impact planners in higher costs....
Financial planning
Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...
Financial planning
FPA aims to grow members and boost consumer engagement with NAB Wealth executive hire....
Financial planning
As Commonwealth FP again finds itself in the media spotlight, the FPA has defended the manner in which it has handled members who broke bad....
Financial planning
FPA honours ‘first lady of financial planning’, Gwen Fletcher, by giving her name to a CFP-related award...
Financial planning
TASA and FOFA focus of planners’ attention....
Editorial
Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...
Financial planning
The Financial Planning Education Council (FPEC) announces two winners of its FPEC University Research Grants....
Policy & Regulation
The FPA uses its FSI submission to point to need to more clearly define the risks in general and personal advice....
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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...