FINANCIAL PLANNING ASSOCIATION

Financial planning

The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....

Financial planning

Will the renewed optimism in the financial services industry bring on more jobs and higher salaries? What can financial planners hope for in terms of career opportunities...

Financial planning

With next week’s FOFA event having sold out, Money Management is now offering a webstream....

Financial planning

In what promises to be one of the most comprehensive debates around the shape of the financial planning industry in a Federal election year, Money Management has joined w...

Editorial

With scores of financial planners changing dealer groups, Mike Taylor writes that it is important for those doing the recruiting to undertake the necessary due diligence ...

Policy & Regulation

The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...

Editorial

It is to be hoped that the Minister for Financial Services, Bill Shorten, has noted the capacity of the financial planning industry to do good and to rally to the needs o...

Financial planning

ASIC ordered AAA planners to be covered by the dealer group’s PI insurance policy until 29 January, 2014....

Financial planning

The Financial Services Council (FSC) is set to seek class order relief from provisions in the Trade Practices Act in order to implement its anti-churning policy, accordin...

Financial planning

The FPA is investigating claims made by dealer group AAA Shares about its affilliation with the FPA and the CFP status of some of its planners....

Financial planning

The FPA has launched a campaign called ‘Bulletproof Financial Planning’ to promote best practice in the industry and support members through the FOFA transition....

Financial planning

Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...

Financial planning

The Financial Planning Association has launched a pro bono service to provide financial advice to victims of recent natural disasters around Australia....

Financial planning

The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....

Financial planning

In a bid to promote financial planning, members of the FPA will use an online forum to answer financial questions put by the Australian public....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

5 days 5 hours ago