FPA

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....

Editorial

Abstract Long...

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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MARKET INSIGHTS

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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