POWERED BY MOMENTUM MEDIA
FPA
Financial planning
Financial planners who fail to report suspicious client activity can wind up facing prosecution down the track, according to Minter Ellison partner Richard Batten....
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Financial planning
Two bodies will soon regulate financial planners - a serious concern to the FPA....
Financial planning
The Financial Planning Association has launched an advertising campaign to remind planners that, from 1 July 2013, new members will have to hold an approved degree if the...
Financial planning
The FPA hopes the Government will introduce legislation to the Parliament this week enshrining the term ‘financial planner/adviser’....
People & Products
Mark Rantall has accepted an extension of his term as chief executive officer of the FPA....
Financial planning
With next week’s FOFA event having sold out, Money Management is now offering a webstream....
Financial planning
The industry has welcomed a Treasury draft detailing grandfathering and a transition time to 1 July, 2014....
Financial planning
The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...
Editorial
With scores of financial planners changing dealer groups, Mike Taylor writes that it is important for those doing the recruiting to undertake the necessary due diligence ...
Financial planning
Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...
Policy & Regulation
The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...
Editorial
It is to be hoped that the Minister for Financial Services, Bill Shorten, has noted the capacity of the financial planning industry to do good and to rally to the needs o...
Financial planning
Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...
Superannuation
The FPA, in its Treasury submission, has said the Government needs to immediately increase the super contributions cap and implement a longer-term financial plan....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...