financial planning association

FINANCIAL PLANNING ASSOCIATION

Financial planning

The FPA has appointed Dr June Smith as Chair of its Conduct Review Commission (CRC), the body which monitors the conduct of FPA members. ...

Financial planning

BT introduces client planner ratings

BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....

Financial planning

AFA to counter poor perception via grass roots

The new AFA president said it would not match resources with anti-advice groups but focus on member and consumer engagement....

Financial planning

BTFG moves unilaterally on adviser register

BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....

Financial planning

Record number sign up for AMP’s university challenge

A record number of students from different universities put their hand up for a cash prize and a boost to their professional standards at the AMP University Challenge....

Life/Risk

Associations offer mixed responses to ASIC insurance critique

AFA and FSC form working body while FPA calls for insurance providers to review their offerings...

Policy & Regulation

FSC regulation call ‘an absolute cop-out’: Cormann

Increased Government regulation of the financial services sector will not improve the public’s view of the industry, the Minister for Finance and acting Deputy Treasurer,...

Financial planning

Starting a career in Financial Planning: Education remains cornerstone to professionalism

Higher standards is the mantra but have planners dragged the chain on lifting them? ...

Financial planning

FSC proposes new body to control education and professional standards

A new statutory body should control education and professional standards according to FSC, however it may sideline professional associations seeking self-regulation....

Editorial

Industry leadership on education standards

The major institutions are right to take the lead on lifting educational standards in the financial planning space....

Editorial

Separation the only answer

While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...

Financial planning

FPA maps out most frequent financial woes

Young Australians are increasingly looking for quick fix advice to make their savings last, while over 50s have their eyes squarely on retirement, FPA research has reveal...

Editorial

Ground hog day

Mike Taylor writes that Financial Services Council chief executive, John Brogden used his last annual conference address to point to how little the big issues have change...

Financial planning

Middletons appoints new ARs

Middletons further develops resourcing in South Australia....

Editorial

When grandfathering looks out of place

Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...