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FPA CHIEF EXECUTIVE
People & Products
Jo-Anne Bloch of Mercer Human Resources Services will relocate from the United Kingdom to become the new chief executive of the Financial Planning Association....
Financial planning
The FPA will resume its value of advice advertising campaign, with Dazza and his well-intentioned yet dubious quality financial advice set to return to television screens...
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...
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, ...
Financial planning
The outgoing chief executive of the Financial Planning Association, Kerrie Kelly, has described her move to the Insurance Council of Australia as a “straight career decis...
Financial planning
The FPA’s Principles on Conflicts of Interest have been refined into four statements following feedback from its membership....
Financial planning
The FPA has announced it will hold its own investigation into the conduct of Tasmanian adviser Brendan Moore....
Financial planning
The credibility of the financial planning industry will once again be put under the microscope following the release of a report which claims advisers are overwhelmingly ...
Financial planning
Proposed changes that could shorten the length of disclosure documents and bring much needed relief from burdensome Statement of Advice (SOA) requirements have been endor...
Financial planning
Many investors will remain ignorant of the soft-dollar payments received by advisers under the new industry Code of Practice for their disclosure, according to the Austra...
Funds management
The Financial Planning Association is sticking to its position that real estate agents should be regulated by a separate regime that picks up the best elements of Financi...
Financial planning
The Financial Planning Association has warned that consumers’ retirement savings are being put at risk by misleading advertising in the lead up to choice of fund, and ha...
Financial planning
The Financial Planning Association (FPA) has given its campaign to raise the quality of financial advice more impetus, announcing the appointment yesterday of a dedicated...
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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...