FPA

Features

Jassmyn Goh finds out what the industry’s concerns and expectations are relating to the new professional standards regime....

image
Features

When the Government initially announced the professional standards bill, one of the biggest concerns was whether there would be an early retirement exodus of late-career ...

image
Financial planning

The FPA has fined financial adviser, Darren Tindall $16,000 in addition to over $12,000 in costs and expenses for misleading and deceptive conduct....

image
Financial planning

ASIC has banned Roan Financial Group’s Darren Tindall from providing financial services for five years after the FPA received a complaint against him for dishonest conduc...

image
Financial planning

The Financial Planning Association wants the Government to ensure planner/client relationships carry the same legal privilege as lawyer/client relationships....

image
Financial planning

An expulsion from the FPA is proof of the organisation’s willingness to enforce its code of conduct, according to FPA chief executive, Dante De Gori....

image
Life/Risk

The Financial Planning Association says competition between life insurers themselves cannot be ignored as a contributor to consumers making policy changes....

image
Financial planning

The Tax Practitioners Board has recognised the FPA’s Certified Financial Planner qualification as an approved course in Australian Tax Law....

image
Financial planning

Melbourne-based CFP, Kathy Havers has been recognised by the FPA for her tireless community service and philanthropy. ...

image
Policy & Regulation

Advisers are moving towards strategic advice as opposed to investment type services and they are particularly interested in the aged care side, according to Aged Care Ste...

image
Financial planning

The Financial Planning Association has announced the winners from the 2016 FPA Awards....

image
Editorial

The financial services industry is facing another year of uncertainty but there will be opportunities for it to become the master of its own destiny....

image
Features

Malavika Santhebennur writes that many policy issues that beleaguered the financial services sector in 2015 remained in 2016, and would continue into 2017....

image
Financial planning

Industry associations have welcomed the Federal Government’s introduction of the bill to mandate higher education and professional standards for advisers....

image
Financial planning

Existing planners continued to express uncertainty over course requirements under the new professional standards with the establishment of the standards setting body at l...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 day 21 hours ago

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

6 days 3 hours ago

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

3 weeks 4 days 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 6 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 ...

5 days 1 hour ago

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

4 days 4 hours ago