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FPA
Financial planning
The limited nature of the adviser/client relationship with respect to intra-fund advice may make it difficult to impose a uniform interpretation of fiduciary duty, accord...
Financial planning
The Government is not likely to budge on the implementation of an opt-in provision but is flexible on how it is achieved....
Financial planning
The Board of the Financial Planning Association has proposed significant changes to the make-up of the association, which would see individual financial planners given pr...
Financial planning
FPA makes possession of a relevant degree mandatory for membership from 2013....
Financial planning
The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...
Financial planning
The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....
Editorial
There is much to recommend in the proposal by the international Financial Planning Standards Board to push for global regulatory and legislative restrictions on the use o...
Superannuation
Superannuation funds should be made to separately detail the cost of providing intra-fund advice and advertising expenditure, according to Financial Planning Association ...
Financial planning
The Financial Planning Association has warned financial planners that, like physicians, they have an ethical obligation to consider whether professional intervention is w...
Financial planning
The Financial Planning Association has reported an increase in the number of complaints about advisers failing to let go of clients wishing to leave a practice....
Editorial
Financial planners may be upset with the major institutions for failing to counteract the negative campaign by the industry super funds, but now the focus must be on the ...
Financial planning
Future2 charitable foundation named as official charity for FPA conference....
Financial planning
The FPA will use its annual conference this month to outline a new direction as a professional association....
Financial planning
The Treasury has deferred the application of the National Tax Agent Services regime to financial planners until 1 July, 2011, a move which has been applauded by financial...
Financial planning
More than two years after the cracks in Storm Financial’s advice model began to show, the Financial Planning Association (FPA) has expelled director Emmanuel Cassim...
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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...