FINANCIAL PLANNING ASSOCIATION

Financial planning

Since its inception, the Financial Planning Association (FPA) has set about establishing financial planning as a distinct profession. Such distinction recognises that the...

Financial planning

The Financial Planning Association is to audit financial planning groups to en-sure its members adhere to the association's disclosure regime....

Financial planning

The Financial Planning Association is to audit financial planning groups to ensure its members adhere to the association’s disclosure regime....

Financial planning

The 1999 FPA convention has opened in a blaze of nationalism in Sydney....

Superannuation

The Financial Planning Association of Australia (FPA) yesterday called on the Federal Government to establish an inquiry into retirement incomes policy as part of a drive...

Financial planning

The Institute of Chartered Accountants (ICAA) expects more than 3,000 of its members to take up its new financial planning specialisation within five years....

Financial planning

Kevin Wyld is one of the faces behind Beacon Investment Services, which is to be officially launched at the Financial Planning Association’s convention in Sydney next mon...

Financial planning

The Financial Planning Association (FPA) has added one new face and returned three long serving FPA board members to its board....

Financial planning

The 1999 Financial Planning Association (FPA) convention in Sydney is well on track to being the FPA’s most successful one yet....

Financial planning

The Financial Planning Association (FPA) has rolled out its first major advertising and public relations campaign, said to be worth up to $1 million, this week....

People & Products

Rod Smith is to take over from inaugural Financial Services Complaints Resolu-tion Scheme (FSCRS) council chairperson Moira Rayner as the FSCRS moves to ex-pand membershi...

Financial planning

Six candidates are battling it out for two positions on the board of the Financial Planning Association....

Financial planning

Financial planners will need to revisit their business plans, following the re-lease of the government's response to the Ralph report recommendations....

Financial planning

Minimum standards for the training of authorised representatives by licensees and principals released last week are not expected to pose much of a threat to most finan-c...

Financial planning

Is financial planning for most advisers an academic exercise? ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago