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Financial planning
The FPA’s Principles on Conflicts of Interest have been refined into four statements following feedback from its membership....
Financial planning
Ascending to the summit of an organisation is an achievement people usually rank as a life long ambition but Corinna Dieters’ decision to stand for election as chair of t...
Financial planning
It’s a safe bet there’ll be a few delegates at the FPA conference this year that will scoff at the inclusion of a value-based financial planning session on the program. M...
Financial planning
The usual ambition of a paraplanner is to become an adviser and Kate Cramsie is no exception....
Financial planning
A key theme in the FPA presentation on super choice by Stuart Milne, co-principal of consultancy Praxis Partners’, is on representing choice as the “quasi deregulation of...
Financial planning
According to a Trowbridge Deloitte report released earlier this year, the potential market for reverse mortgage products in 2010 could be as much as $12-15 billion....
Financial planning
The Australian Securities and Investments Commission’s (ASIC’s) Sharmon Grant became the most vilified individual in financial services after her ill-timed and ill-inform...
Financial planning
The unprecedented influence that the Financial Planning Association’s (FPA’s) chief executive Kerrie Kelly has had over the financial planning profession in the last 12 m...
Financial planning
The FPA said it is pleased with the progress of its recently launched television, print and Internet advertising campaign, having already received requests for 1500 assoc...
Financial planning
Despite contributing almost half a million dollars to its new television advertising campaign, the FPA has posted an after-tax budget surplus of $1.187 million for the ye...
Financial planning
Industry superannuation funds figurehead Gary Weaven has used superannuation fund performance data to take a swipe at the FPA’s recently launched Value of Advice Campaign...
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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...