FPA

Editorial

As the debate surrounding tertiary education for financial planners moves from whether it should be compulsory to what degree should count, Ashleigh McIntyre writes that ...

Financial planning

FPA needs to address disclosure, says BFPPG

The Boutique Financial Planning Principals Group (BFPPG) has endorsed the Financial Planning Association’s (FPA’s) proposed new strategy, but noted there were...

Financial planning

Planning bar too low, then too high

ANZIIF warns that lifting the bar on financial planning qualifications may be an overreaction to having set it too low....

Financial planning

Jo-Anne Bloch departs FPA following a tumultuous four years

The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...

Financial planning

Trio Capital suspension shocks financial services industry

A joint move by ASIC and APRA to suspend Trio Capital (formerly Astarra Capital) as trustee of four superannuation funds and a pooled super trust generated significant co...

Editorial

Financial planners locked out of FOFA consultations

As the Federal Treasury reaches the final stages of its consultation process around the Future of Financial Advice reforms, the debate has seemed closed to the very peopl...

Financial planning

FPA urged to talk to universities

Academic urges development of new tertiary-based minimum standards for financial planners....

Editorial

What financial planners must do to become a profession

To be regarded as a serious profession, the industry must differentiate between properly qualified financial planners and those with lesser qualifications, writes Mike Ta...

Editorial

FPA’s professionalism push to have a heavy price

The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...

Financial planning

Berry reflects on FPA’s evolution

Notwithstanding the criticisms that have been directed at the FPA and the course it has charted, outgoing FPA chief Julie Berry believes the FPA’s direction has alw...

Financial planning

Line in the sand for FPA and FSC

The FPA and the FSC now have clearly differentiated seats at the lobbying table, but the FPA chief has acknowledged that advisers and licensees remain inextricably linked...

Financial planning

Medcraft mulls over single financial planning association

The possibility of a single professional association arose during several sessions at the Financial Planning Association (FPA) national conference, one of which included ...

Editorial

The possible heavy costs of the FPA’s push to professionalism

The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....

Financial planning

Financial Planner of the Year 2010: Catherine Robson

Unrelenting professionalism and a firm commitment to training and education made Catherine Robson the clear winner of this year's Money Management Financial Planner of th...

Financial planning

No single fiduciary duty solution

The limited nature of the adviser/client relationship with respect to intra-fund advice may make it difficult to impose a uniform interpretation of fiduciary duty, accord...