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Financial planning
The need to build a growing and sustainable business has emerged as a key concern for financial planners who attended the Financial Planning Association’s professionals c...
Financial planning
The FPA and academics have come together to launch the first round of financial planning research grants for academics....
Editorial
Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...
Financial planning
ASIC is trailing other industry bodies when it comes to relevance and engagement with advisers, a financial planning group believes. ...
Financial planning
FPA chief executive calls on CFP members to actively promote designation. ...
Financial planning
Twenty per cent lower practice valuations are the way of the future, says Seaview Consulting director Bob Neill....
Financial planning
Platinum Asset Management has teamed up with the Neilson Foundation to offer a scholarship to undergraduate students majoring in financial planning, FPA has announced....
Financial planning
FPA links to industry fund on referrals to FPA Professional Practices....
Financial planning
The Financial Planning Association has entered into an agreement with industry super fund Cbus to pilot a referral service. ...
Financial planning
A record number of women competed for professional recognition and a cash prize in AMP’s annual University Challenge. ...
Financial planning
FPA is no longer reliant on event revenue and sponsorship dollars to meet its funding requirements, according to its 2012/13 annual report....
Financial planning
The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....
Financial planning
Planners remain immobile as they await Treasury clarity on grandfathering. ...
Financial planning
FPA to make submission around transparency and consistency of dispute resolution scheme....
Financial planning
FPA recommends creation of stakeholder body to drive education standards....
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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...