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Showing 91 - 100 of 139 results for %22Financial Planning Standards Board%22

Advisers need to overcome financial planning stigma

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
... financial planner, but they don't have confidence in financial planning as a general concept. The Financial Planning Standards Board (FSPB) United States chief executive Noel Maye said yesterday that "people trust their financial adviser, but they don't ...

Australia to host international advice meeting

LAURA MILLAN  |  FRIDAY, 6 SEP 2013

IPA issues FoFA aligned draft standard

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
The Institute of Public Accountants (IPA) has issued a draft document for a financial planning services standard alternative to the current APES 230, the standard for financial advice services by the Accounting Professional and Ethical Standards Board ...

Government agrees to 12-month TASA exemption

LAURA MILLAN  |  THURSDAY, 20 JUN 2013
... delay in implementation is essential given the regulatory overload the industry is already dealing with." The Financial Planning Association (FPA) chief executive Mark Rantall said that the extension was a matter of "common sense" and reminded that there ...

PJC to hold TASA hearing tomorrow

LAURA MILLAN  |  TUESDAY, 11 JUN 2013
... The hearings will also analyse the details of the advisers' transition to become registered tax agents. The Financial Planning Association (FPA) will appear tomorrow in front of the PJC as a witness and will answer the questions of the committee members. ...

Rainmaker Group appoints Professional Standards Officer

ALICE URIBE  |  MONDAY, 29 APR 2013
... assist Giovanni Munoz, Head of Technical Services, in the provision of technical content on superannuation and financial planning matters, including in self-managed superannuation funds (SMSFs), personal and corporate income tax issues, credit, tax structures ...

Extension looks likely for adviser tax advice changes

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
The peak financial planning industry bodies are confident treasury will extend the deferment period of the application of the Tax Agents Services Act (TASA) to financial advisers. Currently financial planners providing tax advice as part of financial ...

MFAA to terminate 1,100 mortgage brokers

ALICE URIBE  |  MONDAY, 25 MAR 2013
... meet its new educational requirements. All loan writing members had until 31 January 2013 to complete the Diploma in Financial Services (Finance/Mortgage Broking Management) or equivalent to continue membership with the MFAA and be accredited as an MFAA ...

CFP ranks to top 150,000 in 2013

MARK STORY  |  TUESDAY, 29 JAN 2013
The Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner certification program, reported that the global number of CFP professionals jumped from 139,818 at year-end 2011 to 147,822 12 months later. At the ...

Former AFA president mourned

RACHEL DAVIS  |  TUESDAY, 12 JUN 2012
... their Management Board in 2004. In this capacity, he was involved in negotiating an International Standard for Financial Planning, and was the signatory on behalf of the Asia-Pacific Financial Services Association's registering the International Federation ...