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Showing 71 - 80 of 139 results for %22Financial Planning Standards Board%22

Associations support adviser standards amendments

DARREN SNYDER  |  FRIDAY, 29 APR 2016
... been welcomed by the industry's peak representative groups. Both the Association of Financial Advisers and the Financial Planning Association said they were pleased to see the federal government offer revised draft legislation that includes a longer ...

Adviser standards need a tidy

DARREN SNYDER  |  MONDAY, 11 JAN 2016
... (AFA) agree that existing financial advisers should be qualified at AQF6 - in line with the Advanced Diploma of Financial Planning rather than an undergraduate degree or AQF7. AFA chief executive Brad Fox said there are financial advisers in the AFA ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... from a professional. The survey was conducted by global research firm GfK on behalf of the Financial Planning Standards Board (FPSB) and in conjunction with the Financial Planning Association (FPA). It found that Australians rely less on planners and ...

Rantall to step down as FPA CEO

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
Financial Planning Association (FPA) chief executive Mark Rantall will step down after five years in the role and will be replaced by an FPA executive. FPA chairman Neil Kendall announced the decision at the FPA Professionals Congress in Brisbane. Rantall ...

A sobering lesson from a social move gone wrong

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... comments on Twitter shows how social media can make or break an adviser's reputation - and career. Verante Financial Planning director Liam Shorte and his employees follow a strict social media policy: "I have my own standards, 95% of what I tweet is ...

PwC to review IOOF advice research division

LAURA MILLAN  |  WEDNESDAY, 24 JUN 2015
... necessary, led to enhancement of processes and procedures and sought to improve the client experience and meet expected standards of compliance."

Financial planning director to leave AMP

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... within AMP, but across the industry," he added. Helmich will continue to chair the International Financial Planning Standards Board (FPSB) and is also Chair of Future2, the FPA Foundation.

Sunsuper and AFA partner for advice

DARREN SNYDER  |  TUESDAY, 9 JUN 2015
The latest partnership aiming to promote a sound culture in financial services was announced on Friday between Sunsuper and the Association of Financial Advisers (AFA). The silver partnership is soon to launch a new initiative "that will help broaden ...

Robo advice questions still unanswered

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... that the advice profession is very well established here in Australia. "IOSCO - of which the Financial Planning Standards Board [and ASIC] is an affiliate member - recently analysed the impact of automatic financial advice and the regulatory challenges," ...

Employers must do more to promote ethical culture

MARK SMITH  |  THURSDAY, 5 MAR 2015
Legislation will not be enough to promote an ethical financial services industry which engenders trust, according to CFA Institute. CFA Society president Anthony Serhan said while reforms such as Future of Financial Advice (FoFA) have improved transparency ...