FPA MEMBERS

Financial planning

The power of the FPA to discipline its own members will be put to the test in circumstances where it has confirmed it is investigating 41 complaints against 23 financial ...

image
Financial planning

The Financial Planning Association has amended the level of experience it requires from its Certified Financial Planner candidates to better reflect that of a typical car...

image
Financial planning

A total of 15 members of the Financial Planning Association have been nominated to fill four voting member board directorships....

image
Financial planning

AMP financial planner Harry Moustakas CFP has won the NSW wealth accumulation category of the Financial Planning Association’s inaugural Value of Advice Awards....

Financial planning

AMP Financial Planning’s director of advice-based distribution Steve Helmich has stepped aside as chairman of the FPA’s professional standards and ethics committee while ...

Financial planning

Despite the requirement by the FPA that their members fully comply with the ‘soft dollar code’ by January 1, 2005, benefit arrangements employed by advisory dealer groups...

Financial planning

MLC has thrown its support behind the type of remuneration offered by the FPA advice-based fee model....

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

Following today’s implementation of amendments to the Financial Services Reform Act (FSRA), advisers are no longer bound to issue a Statement of Advice to existing client...

Financial planning

Ascending to the summit of an organisation is an achievement people usually rank as a life long ambition but Corinna Dieters’ decision to stand for election as chair of t...

Financial planning

Abstract Long...

Financial planning

Abstract Long...

Financial planning

Financial planning groups have been given the chance to break down any barriers preventing them from pushing into the American financial services market as part of negoti...

Financial planning

A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

6 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

2 weeks 5 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 6 days ago

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

1 week 5 days ago