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FPA
Financial planning
A further 122 FPA members pass final CFP program examinations....
Financial planning
Moves to resolve conflict of interest issues are being undermined by the 'divided loyalties' the Corporations Act encourages, argues FPA deputy chief executive Deen Sande...
Financial planning
With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch....
Financial planning
The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...
Editorial
The findings of the Ripoll Inquiry have been broadly welcomed by the financial planning industry, but as Mike Taylor reports, they will ultimately be diluted by the findi...
Financial planning
The Government and the Treasury, rather than the Australian Securities and Investments Commission (ASIC), should lead the way in implementing changes to the financial pla...
Financial planning
Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...
Financial planning
Financial Planning Association (FPA) executive Gerard Fitzpatrick is leaving the industry organisation to take up a role with the Australian Securities and Investments Co...
Financial planning
Ripoll Inquiry report airs FPA Board disagreements....
Financial planning
The Parliamentary Joint Committee that has investigated aspects of the financial services industry over the past nine months has made 11 wide-ranging reform recommendatio...
Financial planning
For the first time in its 21-year history, a woman has been awarded the Money Management Financial Planner of the Year (FPOY) title, with Anne Graham being announced the ...
Financial planning
The Financial Planning Association has announced the implementation of FPA Confidential, an online anonymous reporting system, in its effort to tackle misconduct in the i...
Financial planning
The Financial Planning Association has called for an overhaul of the education standards for financial planners, including a minimum tertiary qualification requirement by...
Financial planning
The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level. ...
Financial planning
Consolidation of dealer groups will be driven by commercial imperatives, with informal FPA modelling finding it costs smaller dealer groups $126,000 a year to support a s...
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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...