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Financial planning
An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...
Financial planning
The FPA has told financial advisers not to be afraid of possible costs to their business that will be imposed when the Government releases its long awaited anti-money lau...
Financial planning
The FPA has denounced harsh criticism of its highly anticipated $3 million advertising campaign by the AIA as hastily constructed, ill-informed and biased....
Financial planning
A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...
Financial planning
The FPA has stepped up the pressure on its members over soft dollar payments, asking them to prove they are complying with a new code of conduct....
Financial planning
With conflicts of interest in the spotlight, receiving payment for services is no simple matter. Zoe Fielding asked Financial Planning Association director Sarah Brennan ...
Financial planning
If anyone had any doubt about how conflicts of interest, whether real or perceived, are impacting on the image of financial planners, then they only had to listen to a sp...
Financial planning
Many a financial planner would have spat out their coffee last June when news of the biggest potential shake-up of financial planning education landed on their desk. A sm...
Financial planning
It’s taken nearly five years, in which time it’s been dwarfed as a financial services issue in Australia by the launch of the Financial Services Reform Act, but a global ...
Financial planning
In 2007, the Financial Planning Association of Australia (FPA) will set a global precedent by requiring all advisers wishing to gain its senior qualification, Certified F...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Financial planning
The Financial Planning Association’s (FPA) new professional indemnity (PI) insurance facility has proved its worth, demonstrating that it could save members 15 per cent o...
Financial planning
Proposed changes that could shorten the length of disclosure documents and bring much needed relief from burdensome Statement of Advice (SOA) requirements have been endor...
Financial planning
The Financial Planning Association is attributing a rebound in its financial position to a successful 2004 Annual Convention....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...