Financial planning
News and Research
The Financial Adviser Standards and Ethics Authority has been urged to give professional associations leadership on continuing professional development with the SMSF Association arguing this is preferable to putting CPD in the hands of licensees or opening it up to forum shopping.
Centrepoint Alliance has signalled a strong move away from product development and towards advice servicing, ending its investment in NEOS Life.
The Financial Adviser Standards and Ethics Authority’s business plan has revealed the financial adviser exam will cost millions and be the authority’s single biggest expenditure item.
The Federal Government has initiated a consultation period around a new policy paper which would see consumers approaching retirement provided with standard fact sheets comparing post-retirement options but which the Government argues would not constitute financial advice.
