FINANCIAL PLANNING ASSOCIATION
Editorial
It would be very easy to have read the announcement by the Minister for Finance, Senator Mathias Cormann, that he was pausing the FOFA change process as some sort of a vi...
Editorial
Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...
Financial planning
The Financial Planning Education Council (FPEC) announces two winners of its FPEC University Research Grants....
Financial planning
The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...
Financial planning
Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...
Financial planning
While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...
Editorial
The Government’s amendments to the FOFA legislation seemed capable of creating some loopholes around commissions but, as Mike Taylor writes, the major planning organisati...
Editorial
The executive director of the Revenue Group within the Federal Treasury, Rob Heferen, made a very important point to last month’s SPAA conference in Brisbane: any change ...
Editorial
Based on recent media coverage, it would be easy to believe that the Abbott Government was quite recklessly setting about dismantling all the consumer protections contain...
Financial planning
Financial planners may need to complete at least 60 hours of CPD to stay registered as tax advisers, TPB proposes....
Editorial
Close watchers of the financial services industry will have noted that for a period of about 18 months to the end of 2013 an informal truce seemed to exist between the FP...
Financial planning
ASIC could roll-out a national adviser competency exam for $300, linking it to a register of licensed advisers. ...
Financial planning
Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...
Financial planning
Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...
Editorial
No one should be surprised by Industry Super Australia CEO David Whiteley's response to the release by the Government of an options-stage Regulatory Impact Statement of i...
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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...