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Financial planning
Financial Planning Association chief executive Jo-Anne Bloch kicked off this year’s FPA National Conference with four significant announcements, which could lead to drast...
Financial planning
The chairman of the Australian Securities and Investments Commission, Jeffrey Lucy, has urged the Financial Planning Association to put in place its own disciplinary proc...
Financial planning
The Government’s plan to make professional indemnity insurance mandatory for financial planners has received a lukewarm response from the Financial Planning Association o...
Editorial
Less than half a year into her term as the chief executive of the Financial Planning Association, Jo-Anne Bloch has already proved she is prepared to listen to members an...
Financial planning
The Anti-Money Laundering and Counter Terrorism Financing Bill has entered its next phase of passing into federal legislation with its introduction yesterday into Parliam...
Financial planning
The FPA has advised that its investigation into the activities of Tasmanian-based adviser Brendan Moore has been wrapped up, with its disciplinary committee imposing only...
Financial planning
Industry Fund Services chairman Garry Weaven has welcomed a new advertising campaign by the Financial Planning Association for inadvertently spruiking the case for indust...
Financial planning
In what appears to be a counter measure against the marketing campaign of industry superannuation funds, the Financial Planning Association has released its own ‘compare ...
Financial planning
Records of advice have been included in a revised version of the Financial Planning Association’s guide on the development of effective Statements of Advice, released yes...
Financial planning
The Government should proactively encourage Australians to seek superannuation advice to help maximise their retirement incomes, according to the Financial Planning Assoc...
Financial planning
The FPA has taken a blow after an authoritative Assirt/Wealth Insights report revealed most advisers believe it to be ineffective, disorganised and unprofessional....
Financial planning
The woman ousted earlier this year as Perth Chapter chairman of the Financial Planning Association, Julie Matheson, has won election to the national board of the FPA....
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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...