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FINANCIAL PLANNING ASSOCIATION
Financial planning
The financial advice community is divided on the FPA’s soon to be released principles on conflicts of interest, displaying mixed opinions on the appropriateness and likel...
Financial planning
In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...
Financial planning
Web Abstract long compulsory...
Financial planning
First time contenders Paul Gerrard and Bruce Beakey have won a seat on the FPA’s board, outpolling incumbents Andrew Heaven and Dominic Alafaci, who failed in their bid f...
Financial planning
The Financial Planner of the Year Award is now in its 19th year. All nominees are required to submit entries which demonstrate their career achievements, input to the fin...
Financial planning
Committed Collingwood supporter and senior financial planner Julian Battistella began his career at the ANZ Bank at the tender age of 18....
Financial planning
Following today’s implementation of amendments to the Financial Services Reform Act (FSRA), advisers are no longer bound to issue a Statement of Advice to existing client...
Financial planning
David Haintz, Melbourne-based financial planner and managing director of Haintz Financial Services, has been named this year’s winner of the Money Management Financial Pl...
Financial planning
A former Queensland financial planner has been sentenced to four and a half years imprisonment after pleading guilty to six fraud charges brought by the Australian Securi...
Financial planning
Pure commission-based selling of financial advice or biased buyer of last resort practices are being rapidly dismantled as the Financial Planning Association puts the fin...
Financial planning
The Institute of Chartered Accountants has called on the Federal Government to make some financial planning fees tax deductible and to address superannuation and business...
Policy & Regulation
New research from Morningstar shows that 70 per cent of Australia’s top 10 performing wholesale funds delivered double digit income returns in the 12 months to June 2005,...
Financial planning
The FPA’s Principles on Conflicts of Interest have been refined into four statements following feedback from its membership....
Financial planning
Ignore the wave of increasing community involvement at your own peril. These words of warning for financial planners came from Coca-Cola Amatil’s chair David Gonski, spea...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...