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FINANCIAL PLANNING ASSOCIATION
Editorial
The financial planning industry has undergone some momentous changes in the last few years and it’s critical the planners respond to the changing environment at the same ...
Financial planning
The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....
Editorial
The misdeeds which occurred within Commonwealth Financial Planning have become a stalking horse for those seeking to prevent any amendments to FOFA....
Financial planning
The interim report of the Financial Systems Inquiry has pointed to higher educational standards for planners, a national exam regime and tougher powers for ASIC....
Editorial
As scathing as the Senate Committee’s report into ASIC’s handling of the Commonwealth Financial Planning enforceable undertaking may have been, the answer does not lie in...
Policy & Regulation
Reports suggest the Labor Opposition will move to establish another Senate Committee inquiry into financial planning....
Financial planning
Inaugural Gwen Fletcher Memorial Award winner, Erin Shields, plans to continue along the path by the late ‘First Lady of financial planning’....
Financial planning
The BFP claims a structural flaw has allowed banks, insurers and super funds to dress up product sales as advice....
Editorial
Providing regulatory backing for the separation of product sales from advice should be welcomed by the broader financial planning community....
Financial planning
The Minister for Finance and acting Assistant Treasurer, Senator Mathias Cormann has cautioned against a one size fits all approach to the advice regulatory settings....
Financial planning
The FPA signals a 10-point plan which would see product-related advice subject to regulation and salespeople precluded from being called financial planners/advisers....
Financial planning
FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....
Editorial
When Money Management’s sister publication, Super Review, conducted a Post-Retirement and Ageing Forum in Sydney, it served to underline why the superannuation sector nee...
Financial planning
FPA honours ‘first lady of financial planning’, Gwen Fletcher, by giving her name to a CFP-related award...
Editorial
Mike Taylor writes that ASIC is right to pursue managers with just as much vigour as it pursues financial planners when things go wrong. ...
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MARKET INSIGHTS
Podcast
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...