THE FINANCIAL PLANNING ASSOCIATION

Financial planning

The Financial Adviser Standards and Ethics Authority has extended recognition of the course value of the Financial Planning Association’s Certified Financial Planner desi...

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Financial planning

The Financial Planning Association has warned the Australian Securities and Investments Commission to be mindful of how product manufacturers may seek to recoup costs whe...

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Policy & Regulation

The Financial Planning Association has urged the Federal Government to go further in ensuring that people are not inadvertently disadvantaged by lifting the Age Pension a...

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Financial planning

The Government has imposed the administrative burden of redistributing grandfathered remuneration on product issuers rather than onto financial advisers or licensees....

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Financial planning

US media reports have questioned the conduct of the board which runs the Certified Financial Planner designation over its alleged failure to detail the criminal and regul...

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Financial planning

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

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Life/Risk

The Financial Planning Association has given its backing to the standardisation of terms and definitions with respect to insurance with MySuper products but has caused ag...

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Life/Risk

The financial planning industry’s two major member associations have confirmed that they will be taking a joint approach to the regulator’s life insurance review, with re...

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Financial planning

The international financial advice community has for the first time benchmarked how financial advisers come to know their clients....

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Financial planning

The Financial Planning Association has bluntly told the Accounting Professional and Ethical Standards Board that the accounting fee for service model is not transferable ...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago