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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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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...