FPA

Editorial

The trouble with APES 230 is that it goes much further than FOFA, with a prohibition on commissions and the elimination of asset-based fee arrangements....

Life/Risk

Insurance brokers have told Money Management Vero Insurance representatives have alerted them to a price hike of up to 50 per cent to Vero's professional indemnity insura...

Financial planning

The Financial Planning Association has announced a series of educational workshops as part of its 20th anniversary celebrations which will be held in capital cities aroun...

Financial planning

The Financial Planning Association (FPA) has reported a considerable number of individuals accessing its new consumer website....

Editorial

The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains....

Financial planning

The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....

Financial planning

The Financial Planning Association has launched a new consumer website called FPA Difference as part of Financial Planning Week, which ends this coming Sunday....

Financial planning

Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....

Financial planning

Both the AFA and FPA have questioned the three-year clawback period outlined in the FSC's new life insurance sales policy. ...

Life/Risk

Financial Services Council chief executive John Brogden has announced a new life insurance sales policy revolving around the clawback of commissions if a policy lapses in...

Financial planning

ASIC said it is currently unable to provide clarity on some key licensee concerns....

Editorial

Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...

Financial planning

The Financial Planning Association has reported record enrolments for this year's Certified Financial Planner program which saw the increase of nearly 65 per cent from la...

Financial planning

The Financial Planning Association has reminded planners that there is one week left to enrol in the current semester's CFP intake, adding that enrolment numbers continue...

Financial planning

Matthew Rowe will stay on as chairman of the Financial Planning Association board for another two-year term until November 2014....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

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

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

5 days 18 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 3 days ago
moneymanagement logo