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Financial planning
The Financial Planning Association has released the results of its own research that shows its members feel it is not doing enough to promote the value of advice or the p...
Financial planning
Much has been written and said in the lead up to the release of ASIC’s much anticipated shadow shopping report on super switching....
Financial planning
Members of the Financial Planning Association will be expected to separately disclose the cost of advice from the cost of an investment product to their clients from Janu...
Financial planning
Advertising, an online-shop, and a members’ forum are among numerous enhancements proposed by the Financial Planning Association (FPA) in a major ongoing upgrade of its “...
Financial planning
Entries close this Sunday, October 1, for the prestigious Paraplanner of the Year Award....
Financial planning
The power of the FPA to discipline its own members will be put to the test in circumstances where it has confirmed it is investigating 41 complaints against 23 financial ...
Financial planning
A total of 15 members of the Financial Planning Association have been nominated to fill four voting member board directorships....
Financial planning
Former Perth Chapter chairman Julie Matheson has responded to her removal from the position by the Financial Planning Association’s national board last week by announcing...
Financial planning
AMP financial planner Harry Moustakas CFP has won the NSW wealth accumulation category of the Financial Planning Association’s inaugural Value of Advice Awards....
Financial planning
Entries are open today for the prestigious Paraplanner of the Year Award. Only paraplanners who hold a proper authority and have fully or partially completed formal finan...
Financial planning
The Financial Planning Association (FPA) has made a change to the activities it deems acceptable for its practitioner members to fulfil their continued professional devel...
Financial planning
The Financial Planning Association wants to develop a co-regulatory approach with the Australian Securities and Investments Commission, but is prepared to do more in term...
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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...