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FPA

Financial planning

FPA is set to launch the Financial Planning Week later this month, which will see members provide pro-bono advice to unadvised consumers....

People & Products

Julie Berry named as first Australian to head NZ planning body...

Financial planning

The FPA has called upon both parties to commit to promoting financial advice as it would result in “an informed nation of financially enabled Australians”....

Financial planning

There will be no quick fix to the grandfathering issue and the movement of planners between licensees because any possible post-election scenario could take several month...

Financial planning

A new agreement will see Future2 Foundation become the charitable foundation of the FPA. ...

Financial planning

Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...

Financial planning

Legacy products and commission payments associated with them will continue to be a factor in adviser remuneration, but that doesn’t mean the conflict will remain, accordi...

Financial planning

The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

Financial planning

A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...

Financial planning

New FOFA research commissioned by industry funds is at odds with reality, according to financial planning executives. ...

Financial planning

The Financial Planning Association (FPA) has criticised the Tax Practitioners Board (TPB) for its lack of understanding of the financial advice industry structure, highli...

Financial planning

FPA states that professional status requires association membership....

Financial planning

FPA will reconsider aspects of enshrinement if it fails to become law...

Financial planning

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

Financial planning

FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....

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MARKET INSIGHTS

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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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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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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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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