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Showing 111 - 120 of 139 results for %22Financial Planning Standards Board%22

Planner associations at different stages globally

ELISE BURGESS  |  TUESDAY, 12 OCT 2010
... topic as to the role an association should play. All FPAs are members of the global body called Financial Planning Standards Board (FPSB), which includes Australia, Brazil, Taiwan, India, China and France among others. The FPSB sets standards at an international ...

APESB extends consultation

ELISE BURGESS  |  THURSDAY, 30 SEP 2010
... Ethical Standards Board (APESB) has extended its consultation period on a proposal to ban members who offer financial planning services from charging asset-based fees from July next year. The Accounting Professional & Ethical Standards Board (APESB) ...

AFAC and APESB launch fresh debate on fiduciary duty

MICHELLE BALTAZAR, MEDIA RELEASES  |  MONDAY, 19 JUL 2010
... new group. Andrew Gale, chief executive of Count and AFAC spokesperson, said that they will be keeping the Financial Planning Association (FPA) updated with their progress but that AFAC would be a direct representation to address key issues contained ...

FPA board member resigns, airs governance concerns

MICHAEL HOBBS  |  FRIDAY, 11 JUN 2010
One of the founders of Matrix Planning Solutions has resigned from the Financial Planning Association (FPA) board due to concerns about the association's governance practices and its fixation on planner remuneration. Rob Pedersen, appointed to the FPA ...

Taggart receives OAM

PRESS RELEASE  |  MONDAY, 1 FEB 2010
Jim Taggart, national president at the Association of Financial Advisers (AFA), has been awarded an Order of Australia medal. Taggart received the honour for his work in charitable, community and sporting organisations in Baulkham Hills. According to ...

Planners brace for fiduciary revolution

ALEX DUNNIN  |  TUESDAY, 24 NOV 2009
The financial planning industry's worst nightmare is about to come true with the Ripoll Report recommending advisers become fiduciaries, payments from product providers to planners should cease and that ASIC significantly step up its shadow shopping ...

AMP exec joins planning standards board

AMP ANNOUNCEMENT  |  FRIDAY, 20 NOV 2009
... global standards-setting body after Steve Helmich from AMP was selected to join the board of the Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Board Ltd. (FPSB), owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo ...

FPA appoints deputy chair

COMPANY RELEASE  |  FRIDAY, 2 OCT 2009
The Financial Planning Association of Australia (FPA) has appointed Matthew Rowe, managing director at Hood Sweeney, as deputy chair of the association's board. Rowe, a member of the FPA board since last year, takes over the role from Mark Spiers, general ...

Perpetual proposes caps on exec and board pay

MICHELLE BALTAZAR  |  TUESDAY, 26 MAY 2009
... billion since June 2008 to April this year - although FUA has increased since April after the firm acquired financial planning firm, Financial Pursuit. The silver lining was the performance of Perpetual Corporate Trust, where Funds under administration ...

Austock extends risk service

MICHAEL HOBBS  |  FRIDAY, 18 APR 2008
... years experience in derivatives and product development in Australia and the UK. "The evolving nature of accounting standards in the area of derivatives coupled with the importance for boards of independent advice and strong governance has meant clients ...