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FINANCIAL PLANNING ASSOCIATION
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...
Financial planning
Despite one in five financial planners falling foul of the corporate regulator in its latest shadow shopping exercise, and the resulting negative coverage in the mainstre...
Financial planning
Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...
Financial planning
Australia’s biggest dealer group, AMP Financial Planning, has endorsed the Financial Planning Association’s principles on conflicts of interest by forming a taskforce to ...
Financial planning
Some of Australia’s biggest dealer groups have given the Financial Planning Association’s new conflicts principles the thumbs up, but not all expect the initiative to mar...
Financial planning
The Financial Planning Association (FPA) is cracking down on conflicts of interest and the use of commissions to improve the profile of the industry, and increasingly con...
Financial planning
The FPA will release the final version of its principles to manage conflicts of interest on the day before chief executive Kerrie Kelly leaves her post....
Financial planning
The Financial Planning Association has confirmed that it is investigating six complaints about its members in relation to the failed Westpoint group....
Financial planning
The corporate regulator remains enthusiastic about creating additional model Statements of Advice (SOAs), despite only a “mutedly positive” response to the initiative fro...
Superannuation
The desire to spend now, repay later, has never been stronger in the Australian psyche. Credit card balances have never been higher and other forms of credit are at equal...
Financial planning
The ACA has called for greater prudential control over unsecured investments following the winding up of two Westpoint mezzanine finance companies, and warned investors o...
Financial planning
ASIC has delivered one of its most stinging criticisms of commission-based selling of financial planning advice, and called for dealer groups around the country to move t...
People & Products
The Financial Planning Association of Australia (FPA) has appointed two independent board directors to replace former chairman Kathryn Greiner and David Elsum, who resign...
Financial planning
The AIOFP has criticised the FPA’s comments last week that investors, not planners, were responsible for money lost through investments in Westpoint-associated products, ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...