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FPA
Financial planning
Figures reveal membership take-up of the Financial Planning Association's Certified Financial Planner designation has plateaued since 2001....
Financial planning
The Financial Planning Association (FPA) is partnering with the Responsible Investment Association of Australasia (RIAA) to educate its members about responsible investme...
Financial planning
FPA Confidential has resulted in 12 formal investigations since it was launched in February....
Financial planning
Financial planning industry bodies must be careful taking sides during the election campaign - but at the same time they must continue stating their positions, writes Mik...
Financial planning
ANZ-owned dealer group Millennium3 Financial Services has withdrawn its principal membership of the Financial Planning Association....
Financial planning
Advisers remain concerned about the 'opt in' for continuing advice and intrafund advice reform - two issues that led to impassioned remarks from panel speakers at a Finan...
Financial planning
While many would agree the current educational requirements for entry into financial planning are inadequate, there is little common ground on how to resolve the issue, w...
Financial planning
The Credit Ombudsman Service Limited has emerged as a competitor to the Financial Ombudsman Service (FOS)....
Financial planning
The Financial Planning Association has sent a clear signal that it sees no problem with the Certified Financial Planner designation remaining inextricably linked to membe...
Financial planning
The Financial Planning Association is committed to financial services industry reform, regardless of whether the current Government is in place after the Federal Election...
Financial planning
Major firms represented in new accountant planner group....
Editorial
Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...
Financial planning
The make-up of the board of the Financial Planning Association (FPA) is not adequately representative of practising financial planners, according to recently resigned FPA...
Superannuation
Cooper Review gets mixed response from the industry, with most lamenting its failure to address superannuation savings adequacy....
Financial planning
Delia Rickard takes control of the supervision of financial advisers while former FPA executive Gerard Fitzpatrick takes responsibility for investment managers and supera...
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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...