FPA

Financial planning

Figures reveal membership take-up of the Financial Planning Association's Certified Financial Planner designation has plateaued since 2001....

Financial planning

The Financial Planning Association (FPA) is partnering with the Responsible Investment Association of Australasia (RIAA) to educate its members about responsible investme...

Financial planning

FPA Confidential has resulted in 12 formal investigations since it was launched in February....

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Financial planning

Financial planning industry bodies must be careful taking sides during the election campaign - but at the same time they must continue stating their positions, writes Mik...

Financial planning

ANZ-owned dealer group Millennium3 Financial Services has withdrawn its principal membership of the Financial Planning Association....

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Financial planning

Advisers remain concerned about the 'opt in' for continuing advice and intrafund advice reform - two issues that led to impassioned remarks from panel speakers at a Finan...

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Financial planning

While many would agree the current educational requirements for entry into financial planning are inadequate, there is little common ground on how to resolve the issue, w...

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Financial planning

The Credit Ombudsman Service Limited has emerged as a competitor to the Financial Ombudsman Service (FOS)....

Financial planning

The Financial Planning Association has sent a clear signal that it sees no problem with the Certified Financial Planner designation remaining inextricably linked to membe...

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Financial planning

The Financial Planning Association is committed to financial services industry reform, regardless of whether the current Government is in place after the Federal Election...

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Financial planning

Major firms represented in new accountant planner group....

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Editorial

Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...

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Financial planning

The make-up of the board of the Financial Planning Association (FPA) is not adequately representative of practising financial planners, according to recently resigned FPA...

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Superannuation

Cooper Review gets mixed response from the industry, with most lamenting its failure to address superannuation savings adequacy....

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Financial planning

Delia Rickard takes control of the supervision of financial advisers while former FPA executive Gerard Fitzpatrick takes responsibility for investment managers and supera...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago