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Financial planning
The Financial Planning Association (FPA) has foreshadowed a greater focus on the needs of small dealer group after it announced a series of initiatives today aimed at sup...
Financial planning
A new international body set up to administer the global Certified Financial Planner (CFP) qualification, the Financial Planning Standards Board (FPSB), will have its sec...
Financial planning
If you believe the FSRA will cure the financial services industry’s ills, then Tom Collins invites you to look for the fairies at the bottom of the garden....
Financial planning
Australia’s chief standards setting organisation, Standards Australia, has weighed into the debate about the quality of financial planning advice by revealing plans to de...
Life/Risk
The chief executive of the Financial Planning Association (FPA), Ken Breakspear, flew to London last week in the hope of clinching a deal to set up the association’s own ...
Financial planning
The Financial Planning Association (FPA) has made significant changes to its Certified Financial Planner (CFP) education program, allowing individuals with existing quali...
Financial planning
The financial planning industry is expecting a rush of applications for licenses under the new Financial Services Reform Act (FSRA) after the announcement of special capi...
Financial planning
The Federal Government has rebuffed calls by the Australian Consumers Association (ACA) for superannuation choice legislation to be delayed in the wake of the release of ...
Financial planning
The former managing director of Morningstar Australia, Graham Rich, has formed a new association for dealer group and master trust researchers....
Financial planning
The Financial Planning Association (FPA) is preparing to sign off on its own solution to provide professional indemnity (PI) insurance cover to its members....
Financial planning
Robert Wagner is an American CFP with a vision. He foresees financial planning becoming the most important and professional industry in the world. Julie Bennett reports....
Financial planning
Finding success as a planner and having a life outside the office are not mutually exclusive, according to US-based planner Harry Kasanow. And, as Jason Spits writes, Kas...
Financial planning
While delegates to this year’s Financial Planning Association (FPA) annual convention might be expecting to put their feet up and relax, organisers have other ideas. Ben ...
Financial planning
Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....
Financial planning
It may seem strange to unpack your bags at an Australian Financial Planning Association (FPA) annual convention only to hear that most of the keynote speakers will be for...
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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...