FINANCIAL PLANNING ASSOCIATION

Financial planning

The FPA has rebutted “rhetoric and scare-mongering” about best interests and consumer protection. ...

Editorial

With research showing that Statements of Advice remain almost impenetrable documents for consumers, Bruce Keenan argues it could be time for a change. ...

Financial planning

The Institute of Public Accountants has joined the ranks of those calling for advice to be made tax deductible....

Editorial

As the financial planning industry moves into 2014 it does so in the knowledge that the Abbott Government has delivered on its undertakings to address what it regarded as...

Financial planning

Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...

Editorial

While there are many loose ends associated with the Future of Financial Advice regime, Mike Taylor writes that the Government should avoid allowing its Financial Systems ...

Editorial

Grandfathering – specifically the transition of pre-existing commission-based advice fees into the new FOFA arrangements – was an industry football that kept getting kick...

Editorial

Throughout 2013, ASIC executives repeatedly used AAA Financial Intelligence as an example of how not to run a financial planning dealer group....

Editorial

The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....

Editorial

The Abbott Government has provided David Murray with plenty of scope to go deep when he leads the forthcoming Financial Systems Review, writes Mike Taylor....

Editorial

The financial services industry has spent much of the past six years dealing with legislative and regulatory change and, as Mike Taylor writes, the forthcoming Financial ...

Policy & Regulation

Federal Government set to deliver pre-election promises with raft of proposed FOFA amendments including grandfathering and opt-in changes....

Financial planning

While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...

Financial planning

The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

Financial planning

FPA gives research and marketing materials to FPSB members to promote CFP designation...

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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’...

1 month 1 week ago

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

2 months ago

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

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 5 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago
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