FPA MEMBERS

Financial planning

The Financial Services Council (FSC) is already emerging as a beneficiary of the Financial Planning Association's (FPA's) drive to become a professional association, with...

image
Financial planning

The Financial Planning Association (FPA) has issued a how-to-vote card with CEO, Mark Rantall, describing the upcoming ballot as a once-in-a-lifetime opportunity for the ...

Editorial

The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...

image
Financial planning

Student membership numbers up but practitioner numbers down in what outgoing Chair Julie Berry acknowledges as a period of growing pains for both the industry and its pea...

image
Financial planning

FPA board candidates query use of “independent assessments” on ballot papers....

Financial planning

FPA Confidential has resulted in 12 formal investigations since it was launched in February....

image
Financial planning

Research conducted by Investment Trends on behalf of the FPA has found consumers would rather speak to a financial planner than their super fund for advice....

image
People & Products

Former Godfrey Pembroke executive Mark Rantall named as new FPA CEO....

image
Financial planning

Complaints to the Financial Planning Association for the first quarter of 2010 have centred on planners switching a client's super funds or completing loan applications o...

image
Financial planning

The Financial Planning Association's (FPA’s) Job Board attracted over 1,500 visitors in one week, demonstrating the need for such a portal, said FPA chief executive Jo-An...

Financial planning

With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch....

image
Financial planning

The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...

image
Financial planning

Ripoll Inquiry report airs FPA Board disagreements....

image
Financial planning

FPA Board endorses commissions shift....

Financial planning

The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 15 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

19 hours 21 minutes ago