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FPA
Financial planning
The FPA and AFA have welcomed draft regulations that will enshrine the term 'financial planner/adviser' in law as an important consumer protection move....
Financial planning
Michelle Tate-Lovery has been named the Money Management 2012 Financial Planner of the Year, with Fiducian's William Johns being named the runner-up....
Financial planning
This year's Financial Planner of the Year awards saw a list of diverse yet high-calibre financial planning professionals enter the finals....
Financial planning
It was Michelle Tate-Lovery's drive to professionalism and focus on client education which won her the 2012 Money Management Financial Planner of the Year title. Milana P...
Financial planning
The FPA rewards its top financial planners with the announcement of the 2012 Best Practice Award winners in Melbourne....
Financial planning
The Financial Planning Education Council has launched its approved national Accreditation and Curriculum Framework for financial planning university degrees....
Life/Risk
The Financial Services Council (FSC) is understood to be close to reaching a compromise on its so-called Life Insurance framework which, if agreed, would give advisers a ...
Financial planning
Synchron director Don Trapnell has called the FSC's proposed adviser remuneration model anti-competitive....
Financial planning
The Boutique Financial Planning Principals' Group (BFPPG) will not be submitting its own code of conduct to the Australian Securities and Investments Commission for appro...
Editorial
Mike Taylor writes that codes of conduct are only effective when those who sign up genuinely appreciate the consequences that follow a breach....
Financial planning
Professional codes of conduct should be the responsibility of financial services licensees rather than industry associations in order to be fairer to consumers, according...
Financial planning
After recording a budget deficit of more than half a million dollars in 2010/11, the FPA has emerged into the black in the last financial year, according to its annual re...
Financial planning
AFA signals it will be working to align its Principles of Practice with the outline contained in ASIC consultation paper....
Financial planning
The FPA says its upgraded professional code of conduct will be ready to go as soon as ASIC has finalised the new requirements....
Financial planning
The Financial Planning Association has announced changes to its Code of Professional Practice in order to bring it in line with the Australian Securities and Investment C...
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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...