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FINANCIAL PLANNING ASSOCIATION

Features

The examples of failed managed investment schemes have reopened the question around the Government’s proposed model for a Compensation Scheme of Last Resort, writes Oksan...

Financial planning

Bringing in younger advisers while providing support for the licensees with the Professional Year requirements should be industry priorities or it could cease to exist in...

Financial planning

Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...

Financial planning

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

Financial planning

The Financial Planning Association has challenged the sense and workability of the Australian Securities and Investments Commission’s proposals around time-limited supera...

People & Products

The Financial Planning Association (FPA) has launched a diagnostic tool to help practices assess and understand how they are positioned for the future....

People & Products

Phil Creswell has been appointed head of professional standards by Count Financial....

Features

The Retirement Income Review has been welcomed by many in the industry, but Chris Dastoor writes, it is still uncertain what it will mean for the industry in the long-ter...

Financial planning

A University of Canberra historical Graduate Diploma, two new RMIT degrees, and recognised prior learning from the FPA and CPA has been approved by FASEA. ...

Financial planning

It was well known that a consortium led by the FPA and AFA was seeking authorisation of as a code monitoring body but the Australian Securities and Investments Commission...

Financial planning

The Tax Practitioners Board needs to explicitly acknowledge the sufficiency of the Financial Adviser Standards and Ethics Authority CPD regime, according to the FPA....

Financial planning

Financial advisers are struggling to cope with the increased burden of the economic crisis from the COVID-19 pandemic....

Financial planning

The Financial Planning Association wants the Government to commission the Australian Securities and Investments Commission to monitor the escalating costs of practicing a...

Financial planning

The Federal Government is being confronted by an increasingly united front on the need to retain the deductibility of advice fees from MySuper products....

Financial planning

The Financial Planning Association wants managers of advice licensees subjected to the same reference-checking protocols as advisers in circumstances where it says it has...

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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’...

6 days 11 hours ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 4 days ago