FPA

Financial planning

The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...

Financial planning

The Financial Planning Association (FPA) has slammed a recommendation by the Federal Joint Parliamentary Committee on Corporations and Financial Services that may allow a...

Financial planning

The Australian Securities and Investments Commission (ASIC) has released details of how it will administer conduct and disclosure requirements for financial planners unde...

Financial planning

The Financial Planning Association (FPA) has released more details of changes to its Certified Financial Planner (CFP) program, to allow those with other professional cre...

Financial planning

The Financial Planning Association (FPA) has announced an overhaul of its education offerings, that will mean a ‘meatier’ education program focused on raising standards, ...

Financial planning

A "plain English" guide on the Statement of Advice (SOA) and a model Financial Services Guide (FSG) have been released by a consortium of industry groups to assist member...

Financial planning

Three major industry groups have called for changes to the taxation arrangements for the provision of financial advice in submissions to the Senate Select Committee on Su...

Financial planning

The Financial Planning Association (FPA) today launched its Professional Partners initiative in a bid to raise public confidence levels in the industry, and has appointed...

Financial planning

Negotiations between the Financial Planning Association (FPA) and Zurich London over setting up the association’s own in-house professional indemnity (PI) insurance schem...

Financial planning

The inaugural Business Development Manager (BDM) of the Year Award was hugely popular, with hundreds of readers nominating 98 BDMs for the award. Culling the list to a ma...

Superannuation

The Financial Planning Association (FPA) today called on the Federal Government to link the age at which consumers can access lump sum superannuation to eligibility for t...

Financial planning

Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...

Financial planning

The Financial Planning Association (FPA) board of directors will meet on Monday with four ‘leading’ consumer advocates to aid it in taking account of consumer concerns an...

Financial planning

The Financial Planners Federation of Australia (FPFA), a new industry group formed in January, has warned financial planners of being influenced by conflicts of interest ...

Financial planning

The Australian Securities and Investments Commission (ASIC) and van Eyk Research will meet with financial planners in Sydney later this month to combat perceived bad perc...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 8 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago