FPA

Financial planning

The Financial Planning Association is arguing that third-party professional associations such as itself should be integral to the new continuing professional development ...

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Financial planning

The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...

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Financial planning

Financial Planning Association chief executive, Dante De Gori has warned of a looming pause in the authorisation of new financial planners as a result of the implementati...

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Financial planning

Exposure draft legislation suggests the financial planning industry has secured a significant win on allowing advisers to represent their clients on tax issues....

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Financial planning

The Financial Planning Association (FPA) has welcomed the fact that financial advice and how it is delivered has been excluded from draft legislation handing the Australi...

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Financial planning

Having frequent money talks with children can help raise more financially savvy kids, according to the Financial Planning Association’s Share the Dream report....

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Financial planning

Parents are struggling to raise kids born since 2000 and to whom money is often unseen, but seeking a financial planner could help, according to the Financial Planning As...

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Financial planning

The Financial Adviser Standards and Ethics Authority has been told the Corporations Act actually delegitimises planners because it fails to appropriately separate them fr...

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Financial planning

The Financial Planning Association has repeated its call for a three-year phase-out of grandfathered commissions but has suggested solutions to ensure client benefit....

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Financial planning

The Financial Planning Association has issued an online questionnaire for members to complete on the Financial Adviser Standards and Ethics Authority’s Financial Adviser ...

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Financial planning

The high cost of acquiring and then maintaining code-monitoring status may finally serve to unite the key financial planning organisations....

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Financial planning

The Financial Planning Association said it supports the practical tips that ASIC has provided to planners to improve the quality of the advice they give to clients....

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Financial planning

Erica Cummins of Graham Wealth in Swan Hill has won the Financial Planning Association’s Gwen Fletcher Memorial Award....

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Financial planning

The Financial Planning Association and the Association of Financial Advisers have cautioned against allowing a retirement income covenant trumping advice, but Challenger ...

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Financial planning

The Financial Planning Association has blasted the Federal Treasury for seeking to push forward with a “retirement covenant” which it claims effectively mandates the crea...

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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 14 hours ago

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

5 days 20 hours ago

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3 weeks 3 days ago

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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 ...

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

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