FPA

Financial planning

The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....

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Financial planning

The FPA has named Neil Kendall as its new chair, along with making changes to its board....

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Financial planning

FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....

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Financial planning

Drawing out unethical behaviour within the planning industry hinges on frameworks to support whistleblowers, who are largely dispirited under current governance structure...

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Financial planning

Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....

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Financial planning

Politicians tasked with raising education and professional standards in the financial advice sector are being urged by the FPA. to “look beyond the noise” of vested inter...

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Financial planning

The FPA has appointed Dr June Smith as Chair of its Conduct Review Commission (CRC), the body which monitors the conduct of FPA members. ...

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Financial planning

Banning upfront commissions on insurance products is not the answer to weeding out unscrupulous advisers, according to The Boutique Financial Planning Principals’ Group (...

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Life/Risk

AFA and FSC form working body while FPA calls for insurance providers to review their offerings...

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Editorial

Mike Taylor writes that industry fund members represent a large and largely untapped client base for financial planners to which the FPA has rightly sought to provide acc...

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Financial planning

The FSC’s call for an industry-funded advisory board has drawn scorn from two of finance industry’s most vocal bodies....

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Financial planning

Higher standards is the mantra but have planners dragged the chain on lifting them? ...

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Financial planning

A new statutory body should control education and professional standards according to FSC, however it may sideline professional associations seeking self-regulation....

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Editorial

The major institutions are right to take the lead on lifting educational standards in the financial planning space....

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Editorial

While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...

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MARKET INSIGHTS

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

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

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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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