FPA

Financial planning

Financial planner education needs consensus

As debate heats up over the Australian Securities and Investments Commission's (ASIC's) proposed educational guidelines for financial advisers, training providers argue t...

Editorial

Australia's financial planners set to pay a heavy price for euro crisis

The political clock is ticking and, as Mike Taylor writes, global economic reality may overtake the Government’s policy agenda before it can deliver proof of a Budget sur...

Financial planning

FOFA uncertainty and industry consolidation takes its toll on financial services

The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....

Editorial

The cost of playing by FOFA's rules

The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...

Policy & Regulation

Change of speaker changes odds on FOFA

The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....

Editorial

Lifting financial planning professionalism requires patience

The Financial Planning Association seems determined to “raise the bar” on professionalism in the financial planning industry, but as Mike Taylor reports, this might take ...

Editorial

Financial planning professionalism comes at a price

The moment members of the Financial Planning Association (FPA) voted to become a professional association, and in doing so, dispense with the organisation's long-standing...

Policy & Regulation

Second FOFA tranche gives scope to argue on volume rebates

FOFA second tranche has provided scope for financial planning groups to argue legitimacy of some volume rebates....

Financial planning

Uncertainty surrounds Oakeshott on opt-in

Despite ongoing lobbying by financial planners, there exists no certainty that key independents Rob Oakeshott and Andrew Wilkie will support key FOFA amendments....

Policy & Regulation

FPA concern on lack of FOFA impact assessment

The Financial Planning Association (FPA) has raised concerns about Treasury's admission that its failure to conduct a regulatory impact analysis on the Future of Financia...

Financial planning

FPA most influential group, says Shorten

The Assistant Treasurer and Minister for Financial Services, Bill Shorten, says the Financial Planning Association has been the most influential financial planning body i...

Policy & Regulation

FPA members better prepared for FOFA, survey says

Members of the Financial Planning Association are more prepared to meet the changes required by the Government's Future of Financial Advice changes....

Superannuation

FPA pushes for retirement planning focus

The Financial Planning Association will encourage its members to focus more on retirement and post-retirement planning, according to FPA general manager of policy and gov...

Financial planning

Shorten may moderate fee disclosure requirement

Assistant Treasurer Bill Shorten has signalled the Government may moderate its approach to annual fee disclosure statements....

Financial planning

FPA reiterates financial planner professionalism push

<b>Updated:</b> The Financial Planning Association has pointed to a future in which there are no Australian Securities and Investments Commission bannings of professional...