Financial planning organisations – what should happen?
The Financial Planning Association has confirmed the imposition of redundancies as it struggles in an environment of declining planner numbers and the Financial Adviser Standards and Ethics Authority (FASEA) regime.
On that basis, Money Management would appreciate hearing the views of readers on what should happen with respect to Australia’s major financial planning representative organisations – the FPA and the Association of Financial Advisers (AFA).
Please take a moment to complete the following brief survey, the results of which will be shared with readers.
The survey can be completed here.
Recommended for you
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fidelity International.
Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research house.
