FINANCIAL PLANNING ASSOCIATION

Editorial

The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....

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Financial planning

Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of this year's Money Management Financial Planner of th...

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Financial planning

The Government is not likely to budge on the implementation of an opt-in provision but is flexible on how it is achieved....

Financial planning

FPA makes possession of a relevant degree mandatory for membership from 2013....

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Financial planning

Form filling too often supplants personality in financial planning....

Financial planning

Financial planners are at risk of being unintentionally caught out under the new credit licensing regime....

Financial planning

The Federal Government has revealed its 16-member advisory panel for financial advice and professional standards....

Editorial

Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...

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Editorial

There is much to recommend in the proposal by the international Financial Planning Standards Board to push for global regulatory and legislative restrictions on the use o...

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Financial planning

More than two years after the cracks in Storm Financial’s advice model began to show, the Financial Planning Association (FPA) has expelled director Emmanuel Cassim...

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Superannuation

Financial planners who delayed their retirement plans as the financial crisis hit are now starting to come back to market....

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Editorial

With accountancy body the National Tax and Accountants' Association setting up a financial planning arm specifically aimed at getting accountants back into the advice spa...

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Financial planning

In light of some dealer groups making a move towards improving their own professional standards, there have been more calls for higher education standards for financial p...

Financial planning

The FPA has denounced the Industry Super Network’s stance that asset-based fees are commissions in disguise, questioning whether in fact cross-subsidisation of intr...

Financial planning

Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

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The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

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