FINANCIAL PLANNING ASSOCIATION

Financial planning

The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....

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Financial planning

Will the renewed optimism in the financial services industry bring on more jobs and higher salaries? What can financial planners hope for in terms of career opportunities...

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Financial planning

With next week’s FOFA event having sold out, Money Management is now offering a webstream....

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Financial planning

In what promises to be one of the most comprehensive debates around the shape of the financial planning industry in a Federal election year, Money Management has joined w...

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Editorial

With scores of financial planners changing dealer groups, Mike Taylor writes that it is important for those doing the recruiting to undertake the necessary due diligence ...

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Policy & Regulation

The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...

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Editorial

It is to be hoped that the Minister for Financial Services, Bill Shorten, has noted the capacity of the financial planning industry to do good and to rally to the needs o...

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Financial planning

ASIC ordered AAA planners to be covered by the dealer group’s PI insurance policy until 29 January, 2014....

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Financial planning

The Financial Services Council (FSC) is set to seek class order relief from provisions in the Trade Practices Act in order to implement its anti-churning policy, accordin...

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Financial planning

The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....

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Financial planning

The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....

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Financial planning

Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...

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Financial planning

The Financial Planning Association has launched a pro bono service to provide financial advice to victims of recent natural disasters around Australia....

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Financial planning

The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....

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Financial planning

In a bid to promote financial planning, members of the FPA will use an online forum to answer financial questions put by the Australian public....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 8 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 14 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

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A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 12 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 15 hours ago