FPA

Financial planning

A further 122 FPA members pass final CFP program examinations....

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Financial planning

Moves to resolve conflict of interest issues are being undermined by the 'divided loyalties' the Corporations Act encourages, argues FPA deputy chief executive Deen Sande...

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Financial planning

With the industry coming to the end of a particularly challenging period, financial planners have good reason to be optimistic, writes Jo-Anne Bloch....

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Financial planning

The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...

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Editorial

The findings of the Ripoll Inquiry have been broadly welcomed by the financial planning industry, but as Mike Taylor reports, they will ultimately be diluted by the findi...

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Financial planning

The Government and the Treasury, rather than the Australian Securities and Investments Commission (ASIC), should lead the way in implementing changes to the financial pla...

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Financial planning

Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...

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Financial planning

Financial Planning Association (FPA) executive Gerard Fitzpatrick is leaving the industry organisation to take up a role with the Australian Securities and Investments Co...

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Financial planning

Ripoll Inquiry report airs FPA Board disagreements....

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Financial planning

The Parliamentary Joint Committee that has investigated aspects of the financial services industry over the past nine months has made 11 wide-ranging reform recommendatio...

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Financial planning

For the first time in its 21-year history, a woman has been awarded the Money Management Financial Planner of the Year (FPOY) title, with Anne Graham being announced the ...

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Financial planning

The Financial Planning Association has announced the implementation of FPA Confidential, an online anonymous reporting system, in its effort to tackle misconduct in the i...

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Financial planning

The Financial Planning Association has called for an overhaul of the education standards for financial planners, including a minimum tertiary qualification requirement by...

Financial planning

The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level. ...

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Financial planning

Consolidation of dealer groups will be driven by commercial imperatives, with informal FPA modelling finding it costs smaller dealer groups $126,000 a year to support a s...

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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....

1 week 6 days ago

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

2 weeks 4 days ago