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Financial planning

The Financial Planning Association has pointed to the winding up of FASEA and a cap on Australian Securities and Investments Commission spending as being positives from t...

Features

There was support for increased standards in the financial advice industry, Chris Dastoor writes, but any goodwill was destroyed by FASEA in just a few years. Where did i...

Financial planning

Melbourne-based financial planner Renato Manias has received the award which is given out each semester to the best-performing student in the CFP certification program....

Financial planning

The Financial Planning Association has told the Australian Securities and Investments Commission the same reference checking protocols that apply to financial advisers sh...

Financial planning

Although the removal of the Financial Adviser Standards and Ethics Authority is a huge victory for many in the industry who spent the last few years fighting for reform, ...

Financial planning

The Federal Government has made at least some concessions to financial advisers with new legislation at least simplifying some elements of fee disclosure while making cle...

Financial planning

The FPA is on a recruitment drive among former members and new members with whom it has had contact offering a discount of $506 for those wanting to become Associate Memb...

Financial planning

The Financial Planning Association is pointing to the proposed Single Disciplinary Body as the answer for delivering greater regulatory simplicity for financial tax advis...

Financial planning

WA-based HPH Solutions has picked up two awards, as the annually presented award reaches its eighth year. ...

Financial planning

The volume of regulatory change means it is becoming impossible to do business as a financial planner using old technology and old ways of operation, according to the Fin...

Financial planning

With the average cost of a statement of advice having risen to around $2,700 the Financial Planning Association says it’s time to peel back the layers of regulation imped...

Financial planning

The Government wants financial advice to be made more affordable and a Financial Services Council has canvassed easier scaled advice, technology and less red tape as bein...

Financial planning

Regulatory reform, technology and some form of subsidisation are needed to fix advice, according to the FPA chief executive....

Features

Mike Taylor writes that less than 12 months out from the Australian Securities and Investments Commission’s review of the Life Insurance Framework, the Australian life in...

Financial planning

A member of a key Parliamentary Committee has queried whether financial planners are too afraid to challenge the Australian Securities and Investments Commission because ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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