FASEA

Financial planning

Major accounting body, Chartered Accountants ANZ has argued for accountants to be given the right to give ‘incidental advice’ under a carve-out from the financial advice ...

Policy & Regulation

The New Zealand Financial Services Council has formed a Code of Conduct disciplinary committee to determine sanctions under its self-regulatory regime....

Financial planning

The Financial Planning Association has launched a new CPD platform aimed at aggregating FPA, Financial Adviser Standards and Ethics Authority-accredited options....

Financial planning

The Financial Planning Association has urged the Government to make financial advice tax-deductible if it is provided by ‘registered financial planners’....

Policy & Regulation

CA ANZ is pleased FASEA has recognised it’s CA qualification, but is still working with FASEA on recognition of their other specialisations....

Policy & Regulation

FASEA has approved three higher education historical graduate diploma courses....

Financial planning

The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...

Financial planning

Financial advisers have been pointing to a document produced by the Financial Planning Association to reinforce their argument for a 12-month extension to the Financial A...

Policy & Regulation

Kaplan has seen many licensees and their financial advisers take a proactive approach and are already on the front foot with their exam preparation....

Policy & Regulation

A group of financial advice industry experts have teamed up to create Cram 4 Exam – an intensive FASEA exam preparation program....

Financial planning

The Financial Services Council has called on the Government to use a review of the Tax Practitioners Board to align and streamline the financial planner regulatory regime...

Financial planning

Just days out from the close of enrolments for the Financial Planning Association’s Certified Financial Planning designation, the organisation’s chief executive, Dante De...

Editorial

Even the frequent critics of financial advisers should acknowledge that their calls for an extension to the Financial Adviser Standards and Ethics Authority exam timetabl...

Features

Paragem’s Nathan Jacobsen argues that financial advice practices impacted by factors such as the new Financial Adviser Standards and Ethics Authority regime and the conse...

Financial planning

The Association of Financial Advisers has told the Tax Practitioners Board that its proposal to impose the need for a Letter of Engagement on financial (tax) advisers is ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago