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FINANCIAL PLANNING ASSOCIATION
Financial planning
Industry submissions to the Financial Adviser Standards and Ethics Authority were calling for a 12-month adviser code exemption just a week before the Australian Securiti...
Financial planning
The Financial Planning Association has launched FPA Community, for the 14,000 membership to connect online....
Financial planning
Questioning by a Liberal Senator has seen the Australian Securities and Investments Commission confirm that Royal Commissioner, Kenneth Hayne, got it wrong on intra-fund ...
Financial planning
Questions are being asked about why the board of the Financial Adviser Standards and Ethics Authority has avoided direct engagement with key industry groups for more than...
Policy & Regulation
Mortgage brokers themselves rather than credit licensees should be made to honour a best interest duty to clients, according to the Financial Planning Association....
Financial planning
A Queensland financial adviser and managing director of the Investment Collective, David French, has claimed the Financial Planning Association needs to shoulder some bla...
Financial planning
The Financial Planning Association has pulled off the gloves to accuse the Financial Adviser Standards and Ethics Authority of having failed to deliver on its mandate....
Financial planning
The Financial Planning Association has strongly urged the removal of the general advice exemption for financial product issuers because it undermines best interests....
Policy & Regulation
Seven different regulators combined with three different complaints and disciplinary bodies mean that financial planners have been left sinking in a regulatory swamp....
Expert Analysis
The use of technology in financial advice can help advisers to operate a sustainable and efficient businesses, Jacqui Henderson, writes....
Financial planning
Lobbying by financial advisers has revealed that at least some Federal Labor parliamentarians are sympathetic to allowing passage of the legislation necessary to deliver ...
Policy & Regulation
The Financial Adviser Standards and Ethics Authority needs to take greater responsibility for implementation of the Code of Ethics....
Features
Mike Taylor writes that in the absence of a definitive methodology for ensuring clients are rebated the grandfathered remuneration which would otherwise have gone to fina...
Policy & Regulation
Financial planning organisations are seeking clarity from the Government on how its proposed new central disciplinary body for financial advisers will work and how much i...
Features
Advisers might not be looking forward to fulfilling the Financial Adviser Standards and Ethics Authority education requirements, but just like financial planning itself, ...
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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...