FPA

Financial planning

1. Name: Suzanne Sutherland Smith ...

Financial planning

Respected financial planner Ray Griffin has been named as the next chairman of the Financial Planning Association....

Financial planning

The Financial Planning Association (FPA) has called on the Federal Government to provide advisers with capital gains tax exemptions while the industry adjusts to the new ...

Financial planning

The FPA's code of ethics and rules of professional conduct have gone a long way towards meeting some of the reforms in CLERP 6, says Fi-nancial Services Minister Joe Hock...

Financial planning

Recent articles in the pages of Money Management have helped to chronicle the monumental shifts that are shaping the future of the Australian financial services industry....

Financial planning

I read with interest Bill O'Sullivan & Debbie Thomson's letter to the editor (Money Management, May 27) and their experience in their dealing with both the FPA and the AS...

Financial planning

It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...

Financial planning

After reading the Under Siege article (<I>Money Management, April 1), </I>we were compelled to write and detail our dealings with both the Financial Planning Association...

Financial planning

Financial Planners are increasing their lead over accountants in the bid to win the hearts and minds of the investing public, according to a new report....

Policy & Regulation

The tax office may soon end the freeze on tax liabilities on 7000 as-sessments for tax-effective schemes, according to tax commissioner Michael Carmody. Unless scheme pro...

Financial planning

The FPA has objected to the high financial criteria proposed by ASIC for licence holders of wrap accounts. ...

Financial planning

The Financial Planning Association (FPA) has thrown its weight behind the CLERP 6 reforms, but still has concerns over some of the detail....

Financial planning

The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) are in discussions with a view to merging their external complaints ...

Financial planning

How much of your time is spent advising on risk products? Do you outsource?...

Financial planning

“Hello, Nick Bruining speaking.”...

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MARKET INSIGHTS

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

4 days 1 hour ago

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

3 weeks 2 days ago

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

4 weeks 1 day 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 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 23 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 2 hours ago