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Financial planning
Rather than taking a controlling approach, the latest generation of overseas private equity deals is helping advice firms to achieve their growth ambitions, three comment...
Financial planning
The ongoing process of the Quality of Advice Review has now taken twice as long as it took for the findings of the Hayne royal commission but it is understood this is "a ...
Financial planning
Doubt has been cast on whether Minister for Financial Services, Stephen Jones, will be able to progress the Delivering Better Financial Outcomes reforms within a year....
People & Products
Benjamin Marshan, general manager for policy and advocacy at the FPA, is to leave after seven years ahead of its merger with AFA with a replacement appointed in the inter...
Funds management
Regulation of crypto assets should be consistent with non-crypto versions, according to the Financial Planning Association of Australia, in order to protect consumers fro...
Features
Business processes, succession planning and system efficiency are among areas that advisers can focus on this year thanks to a lull in regulatory change, writes Oksana Pa...
Financial planning
Most of the Financial Planning Association of Australia’s members are against providing a full experience pathway and the association is working through a way to balance ...
Financial planning
The compensation scheme of last resort should be expanded to include the jurisdiction of the complaints authority, not retrospectively, according to the Financial Plannin...
Financial planning
Making financial advice tax deductible is one of the key goals for advocacy in the new year for the Financial Planning Association of Australia....
Financial planning
With a Federal Election and several reviews underway, there will be no room for regulatory changes in 2022 but the end of the year will be a different story once those ar...
Financial planning
The roles of the adviser and licensee may need to be more clearly defined for the individual adviser registration regime to properly function. ...
Financial planning
Industry associations have welcomed the one-off exam measure but would have liked the extension to have included those who had experienced significant events that had pre...
Financial planning
To avoid any uncertainty over the Financial Adviser Standards and Ethics Authority exam scheduling next year, advisers should only take the ‘career break’ option as a las...
Features
COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...
Financial planning
The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...