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FPA
Financial planning
Industry associations broadly welcomed the introduction of the Simpler Regulatory System Bill into the House of Representatives yesterday....
Financial planning
The Financial Planning Association (FPA) will officially launch a new charitable foundation called Future2 in November of this year, combining existing initiatives and ne...
Policy & Regulation
While the FPA is generally happy with the Federal Budget, chief executive Jo-Anne Bloch would like to see financial planning advice fees made tax deductible....
Financial planning
Western Australian financial adviser, Annemieke de Boer, will face Perth Magistrates Court tomorrow on charges of stealing close to $50,000 of a client’s money....
People & Products
The Financial Planning Association has recruited Association of Superannuation Funds of Australia chief financial officer and company secretary Robert Swanbury as its new...
Financial planning
Financial Planning Association chief executive Jo-Anne Bloch has warned members to expect the industry funds debate to move away from commissions to one that emphasises w...
Financial planning
The role of the financial planner has come under scrutiny with 85 per cent of Australian consumers believing there should be a law in place requiring planners to provide ...
Financial planning
The Association of Financial Advisers has achieved the highest rating on overall performance in a survey of industry associations, beating the Financial Planning Associat...
Financial planning
The Association of Financial Advisers is preparing to launch its own version of the Financial Planning Association’s Certified Financial Planner designation....
Financial planning
The results of a shadow shopping survey of reverse mortgages by consumer protection body Choice this week “reinforces the need for good financial advice”, according to FP...
Financial planning
The Financial Planning Association has meted out the most severe punishment against a Western Australian-based planner and planning practice regarding advice about Westpo...
Financial planning
The Financial Planning Association has released a checklist of regulatory requirements to assist members when advising clients on superannuation switching....
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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...