FINANCIAL PLANNING ASSOCIATION

Financial planning

The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association's (FPA) national compliance program. ...

Financial planning

The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association’s (FPA) national compliance program. ...

Financial planning

The Certified Financial Planner designation is about to undergo one of the biggest changes in its 23 year history. Stuart Engel reports on the struggle to wrestle the CFP...

Financial planning

Financial planners contemplating a move from adviser to manager should develop fail-safe business strategies before making the leap, according to Heraud and Harrison dire...

Financial planning

This year’s Financial Planning Association conference marks the ninth year that advisers have gathered together on an annual basis for the largest event of its kind in th...

Financial planning

The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....

Financial planning

First Samuel managing director Anthony Starkins’ submission to the Senate calling on Government to outlaw commissions (Money Management, October 26) could be interpreted ...

Financial planning

Ken Breakspear took up the top job at the Financial Planning Association (FPA) less than a month ago. But as most politicians know, the honeymoon period does not last lon...

Financial planning

Ken Breakspear took up the top job at the Financial Planning Association (FPA) less than a month ago. But as most politicians know, the honeymoon period does not last lon...

Financial planning

Earnings growth from US equities will remain strong enough for good returns as that economy heads for a soft landing, according to Deutsche global chief investment office...

Financial planning

Improving the image of financial planners in the eyes of Australian consumers will be the cornerstone to Ken Breakspear’s strategy for the Financial Planning Association....

Financial planning

Three developments in recent weeks point to an elevation of the financial planning industry onto the national political stage....

Financial planning

Last year I wrote an article I called “Regulation – friend or foe, crutch or protector” (<I>Money Management</I> retitled it “Is it really necessary to have more rules fr...

Superannuation

While the Rolling Stones sang 'You can't always get what you want', that hasn't stopped planners seeking the ideal product. <B>JULIA NEWBOULD</B> examines what advisers a...

Financial planning

Financial Planning Association stalwart Ken Breakspear has been anointed chief executive of the association....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

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The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

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