FPA

Financial planning

The Government is not likely to budge on the implementation of an opt-in provision but is flexible on how it is achieved....

Financial planning

The Board of the Financial Planning Association has proposed significant changes to the make-up of the association, which would see individual financial planners given pr...

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Financial planning

FPA makes possession of a relevant degree mandatory for membership from 2013....

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Financial planning

The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...

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Financial planning

The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....

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Editorial

There is much to recommend in the proposal by the international Financial Planning Standards Board to push for global regulatory and legislative restrictions on the use o...

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Superannuation

Superannuation funds should be made to separately detail the cost of providing intra-fund advice and advertising expenditure, according to Financial Planning Association ...

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Financial planning

The Financial Planning Association has warned financial planners that, like physicians, they have an ethical obligation to consider whether professional intervention is w...

Financial planning

The Financial Planning Association has reported an increase in the number of complaints about advisers failing to let go of clients wishing to leave a practice....

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Editorial

Financial planners may be upset with the major institutions for failing to counteract the negative campaign by the industry super funds, but now the focus must be on the ...

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Financial planning

Future2 charitable foundation named as official charity for FPA conference....

Financial planning

The FPA will use its annual conference this month to outline a new direction as a professional association....

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Financial planning

The Treasury has deferred the application of the National Tax Agent Services regime to financial planners until 1 July, 2011, a move which has been applauded by financial...

Financial planning

More than two years after the cracks in Storm Financial’s advice model began to show, the Financial Planning Association (FPA) has expelled director Emmanuel Cassim...

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Financial planning

The Future of Financial Advice reforms will see the end of commissions and the introduction of fee-for-service for planners. Mike Taylor hosts a roundtable to discuss wha...

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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...

3 days 15 hours ago

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

1 week ago

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

3 weeks 5 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....

3 weeks 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 ...

6 days 18 hours ago

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

5 days 21 hours ago