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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 4 days ago