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FPA

Financial planning

FPA has declared its intention to increase the awareness of its Certified Financial Planner designation, with the aim of giving the professional mark more credibility....

Financial planning

The FPA is currently working in conjunction with financial regulatory and complaints bodies to determine how the Westpoint failure will affect its members....

Financial planning

The second consultation period on the Government’s anti-money laundering reform package has been delayed until mid-June to enable full consideration of the views of indus...

Financial planning

Following in the footsteps of the FPA, CPA Australia has encouraged the industry to implement an advice-based fee model as remuneration....

Financial planning

ASIC is currently examining whether further regulation is specifically needed for platforms, although at present it is unclear whether they should be defined as a product...

Financial planning

The Financial Planning Association (FPA) is on the verge of scrapping the requirement of Certified Financial Planners (CFPs) to be employed by an Australian Financial Ser...

Financial planning

MLC has thrown its support behind the type of remuneration offered by the FPA advice-based fee model....

Financial planning

The FPA has welcomed a reported increase in the number of breach of licence notifications received by the corporate regulator from the financial services industry....

Financial planning

The FPA is confident the industry will overcome conditions that led to a ‘statements of advice’ failure in the ASIC’s 2006 ‘shadow shopper’ survey on superannuation advic...

Financial planning

Abstract Long...

Financial planning

The Financial Planning Association (FPA) believes the results of the Australian Securities and Investments Commission’s (ASIC) most recent Shadow Shopping survey reflect ...

Financial planning

Katherine Cramsie has been named the winner of this year’s Paraplanner of the Year Award, following her win as state finalist for New South Wales....

Financial planning

The Financial Planning Association is concerned draft legislation designed to prevent the financing of terrorism is too prescriptive, could impose too high a cost on fina...

Financial planning

The Financial Planning Association’s new conflicts of interest principles do not go far enough to ensure compliant advice, according to Australian Securities and Investme...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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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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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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