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Showing 81 - 90 of 139 results for %22Financial Planning Standards Board%22

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... Commonwealth Bank's wealth management arm. The year started with hundreds of submissions from disgruntled Commonwealth Financial Planning (CFPL) and Financial Wisdom (FW) customers being made public by the Senate Economics Committee inquiry into the ...

Rename general advice, disclose ownership: FSI

LAURA MILLAN  |  SUNDAY, 7 DEC 2014
... 'general advice' is misleading consumers and should be replaced with a term that helps reduce misinterpretation, the Financial System Inquiry (FSI) recommended. "The use of the word 'advice' may cause consumers to believe the information is tailored ...

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
The Financial Planning Association (FPA) chair Matthew Rowe has ended his two year term at the head of the organisation's board and will be replaced by Tupicoffs financial planner and pro bono advice advocate Neil Kendall. Board member and iPac chief ...

FSC advice regulation plan leaves AMP cold

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
... establish an independent body to oversee education levels and professional standards for financial planners." The Financial Planning Association (FPA) chief executive Mark Rantall rejected the idea and said that "we've got more regulation than anywhere ...

FPA rejects FSC adviser regulation plans

ALICE URIBE, LAURA MILLAN  |  WEDNESDAY, 24 SEP 2014
The Financial Planning Association (FPA) has rejected the Financial Services Council's (FSC) proposal to establish a statutory, independent board to oversee advice, saying that there was no need for further regulation, with the mooted board simply "reinventing ...

Body needed to monitor adviser competency: FSC

LAURA MILLAN  |  TUESDAY, 2 SEP 2014
The financial advice sector is in need of change and a new Advice Competency Standards Board should lead the transformation, according to the Financial Services Council (FSC). The new body would oversee the development of competency standards, adviser ...

Movers and shakers

... distribution in 2006. He holds a Bachelor of Commerce from the University of New South Wales and a Graduate Diploma of Financial Planning. Nikko sets up new multi-asset desk in Singapore Nikko Asset Management, the parent company of Tyndall AM, has established ...

Advisers to study for 200 hours under TASA

LAURA MILLAN  |  WEDNESDAY, 20 AUG 2014
... noted that "the lack of a comprehensive education on Australian taxation law is therefore reflected in both the financial planning diploma and advanced diploma course syllabuses examined." It added that advice given by tax financial advisers "extends ...

Treasury contemplates TASA relief for experienced advisers

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
... advisers over the past eight years, and need to be a member of a professional body recognised by the TPB. The Financial Planning Association (FPA) chief executive Mark Rantall welcomed the exposure draft and said that the relief for experienced planners ...

Certified financial planners report higher profitability

LAURA MILLAN  |  FRIDAY, 14 FEB 2014
... study was conducted by independent researchers Comparator and the results were released by the Financial Planning Standards Board (FPSB), owner of the international CFPA(R) Certification Program. The study surveyed 92 financial services firms in 12 territories ...