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Financial planning

The Financial Planning Association has welcomed last night’s Federal Budget, but cautioned that using ASIC’s industry funding model to pay for implementing Royal Commissi...

Financial planning

The use of the term ‘general advice’ may finally be ending after a finding by ASIC that the division between personal and general advice confused consumers, according to ...

Financial planning

The Financial Planning Association has restated its position on a three-year phase-out of grandfathering, claiming that commissions have led to some consumers paying impl...

Financial planning

The Financial Planning Association has welcomed the Financial Adviser Standards and Ethics Authority’s decision to award the Certified Financial Planner program two credi...

People & Products

A key industry body has launched an online tool to help planners select which fintech solutions will best grow their practices’ profitability and efficiency....

Features

In a sea of reform recommendations for the banking and financial services sector, a looming election may see politicians skim across the surface on matters that deserve a...

Financial planning

The Financial Planning Association chief executive, Dante De Gori has warned that there will be a high price to be paid by the industry if the recommendations of the Roya...

Financial planning

2018 was another year of growth for planners holding the Certified Financial Planner designation with a 3.3 per cent global rise in the number, according to the Financial...

Features

Industry Super Australia used a submission to a Parliamentary committee to question the ability of financial planners to be trusted to give unconflicted advice on post re...

Policy & Regulation

Industry superannuation funds have welcomed the Royal Commission’s final report, but financial planning groups are concerned about the outcome for their members....

Financial planning

The Financial Planning Association has sought formal Financial Adviser Standards and Ethics Authority recognition of the Certified Financial Planner designation to lock i...

Financial planning

Planners should expect FASEA’s final standards by Christmas, with the Authority’s chief executive, Stephen Glenfield, today saying that his intention was to have them fin...

Financial planning

The Financial Planning Association of Australia has recognised Australia’s top financial planners at its 2018 FPA Awards....

Financial planning

Technology was a focus of the first day of the FPA’s Professionals Congress yesterday, with the organisation both releasing a fintech buyers guide and a new app to match ...

Financial planning

The Financial Planning Association has issued a carefully measured response to the latest Financial Adviser Standards and Ethics Authority blueprint, arguing it needs mor...

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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 3 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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