New FPA principles drive higher standards
07 March 2006
The Financial Planning Association has released new principles for managing conflicts of interest to mark what it calls the “beginning of a new relationship” between…
Life Insurance
FPA farewells CEO
07 March 2006
The FPA farewelled CEO Kerrie Kelly yesterday, and announced her short-term replacement, COO Andrew Miles…
FPA acts on dodgy planners
28 February 2006
The Financial Planning Association is setting out to differentiate its members from other planners…
Strong case against Westpoint financial planners
28 February 2006
Melbourne-based legal firm Slater & Gordon is pursuing claims on behalf of 2000 Westpoint investors following the corporate collapse of the company, whose mezzanine finance schemes…
IFSA regulation recommendations
28 February 2006
The Investment and Financial Services Association wants the Government to rely more on industry codes of practice as a regulatory tool…
FPA finally triumphs in ad campaign
21 February 2006
After investing more than $1 million in its advertising campaign, the Financial Planning Association has released results indicating more Australians are seeking out financial planners…
New-look AFA to tackle issues head-on
14 February 2006
The Association of Financial Advisers has big plans for 2006. New CEO Richard Klipin has a strategy for financial planners belonging to the group…
Departing Kelly congratulates FPA
14 February 2006
Outgoing CEO Kerrie Kelly has farewelled the Financial Planning Association, saying the group has changed significantly over the past decade…
ASIC praises fee-for-service model
07 February 2006
ASIC is publicly praising financial services companies that chose to adopt “fee-for-service” models rather than commission-based methods, saying the payment method is far better…
AAMI signs on to research centre
31 January 2006
Promina subsidiary AAMI has become the first corporate sponsor of the recently opened Melbourne Centre for Financial Studies…
FPA appoints two independent directors
31 January 2006
The Financial Planning Association has appointed two independent directors in a bid to strengthen its board and bring some new brainpower to the association…
IFSA gives thumbs up to super splitting
13 December 2005
The industry has welcomed the passage through the Senate of legislation to allow couples to split their superannuation…
Second financial literacy survey launched
29 November 2005
Parliamentary Secretary to the Treasurer Chris Pearce MP has launched a second survey of adult financial literacy commissioned by the ANZ Bank…
A conflict of interest, in principle
29 November 2005
After six months of member consultation, the Financial Planning Association board has focused its draft principles on conflicts of interest to four key areas…
FPA moves on conflict of interest principles
22 November 2005
After two years in the making, the Financial Planning Association has decided on the “essence” of its new conflicts of interest principles…
Campaign gets more money
22 November 2005
The FPA is set to sink another $775,000 into its high-profile branding and advertising campaign promoting financial planners…
Mortgage brokers spread their wings
22 November 2005
Australian Finance Group, Australia’s largest wholesale mortgage broker, is set to float early next year as it expands its services to become a broad-based…
Institutes form financial superpower
15 November 2005
The newly merged Securities Institute of Australia and the Australasian Institute of Banking and Finance have united as the Financial Services Institute of Australasia…
AFA announces award winner, and a new course
15 November 2005
The Association of Financial Advisers announced the 2005 Zurich/AFA Adviser of the Year at their annual conference gala dinner in Melbourne last week…
Regulating the regulators
15 November 2005
The Finance Industry Council of Australia – formed in June to combine the thinking of the Australian Bankers Association, Australian Finance Conference…