FINANCIAL PLANNING ASSOCIATION
Policy & Regulation
Licensees work hard for the stamping fees they are paid and should be entitled to keep them, according to Investment Collective managing director, David French....
Financial planning
The Government is wrong in its move to stop people from paying for financial advice from their MySuper accounts, according to the Financial Planning Association....
Financial planning
Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory oversight with the cost of generating a statement of adv...
Financial planning
The Financial Planning Association has questioned the need for a Compensation Scheme of Last Resort when the Government has for nearly a decade failed to address the prob...
Financial planning
The benefits of comprehensive financial advice significantly outweigh those delivered by intra-fund advice and this should be recognised within the Retirement Income Syst...
Financial planning
The Government’s latest exposure draft legislation around the recommendations of the Hayne Royal Commission suggest little has been paid to the lobbying of the major fina...
Financial planning
The Financial Planning Association has sought to make very sure that advisers do not get negatively roped into the current debate around stamping fee exemptions....
Financial planning
Renaming ‘general advice’ will be crucial to the manner in which digital advice is delivered in Australia and how it sits alongside traditional advice models, according t...
Life/Risk
Strong rules need to be written to ensure that financial advice given by insurance companies or their representatives at claim time is clearly recognised for what it is –...
Financial planning
The Australian Securities and Investments Commission has been accused of unilaterally and quietly raising the per adviser levy to $1,142....
Financial planning
The Financial Planning Association has created a guide to help planners digitally evolve their statements of advice....
Financial planning
Submissions directed to Treasury around the end of grandfathering revealed little significant resistance but genuine concern around how client rebates should work....
Financial planning
The Australian Financial Complaints Authority has said it will take the Financial Adviser Standards and Ethics Authority code of ethics into account in making its determi...
Financial planning
Consumers prefer engaging statements of advice such as videos, infographics, and quizzes rather than traditional paper-based SOAs, according to the Financial Planning Ass...
Financial planning
The Financial Planning Association is canvassing what the industry might look like over the next half-decade including whether a new licensing regime may evolve....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...