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Financial planning
FPA honours ‘first lady of financial planning’, Gwen Fletcher, by giving her name to a CFP-related award...
Policy & Regulation
Minister puts brakes on both legislative and regulatory amendments to FOFA but action is well received. ...
Policy & Regulation
Several financial services industry bodies throw support behind FOFA amendments tabled in Parliament yesterday. ...
Financial planning
FPA chief executive Mark Rantall says planners still want clarity around the TASA requirements....
Editorial
Close watchers of the financial services industry will have noted that for a period of about 18 months to the end of 2013 an informal truce seemed to exist between the FP...
Financial planning
Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...
Financial planning
Free education campaign to prepare members for implementation of TASA...
Financial planning
The FPA has rebutted “rhetoric and scare-mongering” about best interests and consumer protection. ...
Financial planning
FPA planners receive 25 advice referrals from Cbus since start of new year....
Policy & Regulation
Federal Government set to deliver pre-election promises with raft of proposed FOFA amendments including grandfathering and opt-in changes....
Financial planning
The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...
Financial planning
FPA gives research and marketing materials to FPSB members to promote CFP designation...
Financial planning
The FPA is continuing to pursue enshrinement of the term ‘financial planner/adviser’ amid Government consideration of FOFA changes....
Financial planning
The financial planning profession needs time to regroup before any further reform is explored, an industry body believes. ...
Financial planning
The need to build a growing and sustainable business has emerged as a key concern for financial planners who attended the Financial Planning Association’s professionals c...
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Podcast
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...