FPA

Financial planning

The Financial Planning Association has hailed the meeting of its 31 chapters in Sydney as a huge success according to general manager, Rohan Burgess....

Financial planning

A restricted definition for the terms ‘financial planner’ and ‘financial adviser’ would protect consumers from shonky operators pretending to be financial planners, accor...

Financial planning

The differences in attitudes that men and women bring to the provision of financial services are not that wide, rather it appears that women have yet to have their needs ...

Financial planning

Recent damning television reports about the industry may not be all they seem, says Nick Bruining....

Financial planning

The previous chief executive of the Financial Planning Association (FPA) Michael McKenna died suddenly overnight....

Financial planning

Tom Collins argues that contrary to what the regulators and lawmakers are saying about cleaning up the financial services industry, the solution will be found in redefini...

Financial planning

The Financial Planning Association (FPA) yesterday welcomed the Federal Government’s renewed commitment of introducing its superannuation choice and portability policies....

Financial planning

The Financial Planning Association (FPA) will hold a meeting of its 31 chapter chairs this week to combat what it sees as problems communicating with its membership base....

Financial planning

The Financial Planning Association’s (FPA) attempt to set up its own in house professional indemnity (PI) insurance scheme for members has suffered a setback as a result ...

Financial planning

The Joint Parliamentary Committee on Corporations and Financial Services is expected to rule against disclosure of commissions on risk products when it tables its final r...

Financial planning

The credibility of the recent report into the quality of financial planning advice by the Australian Securities and Investments Commission (ASIC) and the Australian Consu...

Financial planning

Small dealer groups are back on the agenda as members of three bodies representing small planning groups have agreed to meet to discuss the creation of a national executi...

Financial planning

An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...

Financial planning

The Association of Independently Owned Financial Planners (AIOFP) has attacked the Financial Planning Association over its handling of recent industry criticism brought b...

Financial planning

Count Wealth Accountant’s Barry Lambert has called for certified financial planners (CFPs) to separate themselves from the Financial Planning Association (FPA) while conf...

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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