FINANCIAL PLANNING ASSOCIATION

Editorial

The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains....

Financial planning

The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....

Financial planning

The Financial Planning Association has launched a new consumer website called FPA Difference as part of Financial Planning Week, which ends this coming Sunday....

Financial planning

Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....

Financial planning

Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....

Editorial

Mike Taylor writes that when FSC chief executive John Brogden announced the framework of new claw-back provisions around the sale of life policies, he reignited a debate ...

Life/Risk

Synchron has slammed the FSC's new life insurance churn policy as "disgraceful"....

Financial planning

Both the AFA and FPA have questioned the three-year clawback period outlined in the FSC's new life insurance sales policy. ...

Life/Risk

Financial Services Council chief executive John Brogden has announced a new life insurance sales policy revolving around the clawback of commissions if a policy lapses in...

Financial planning

ASIC said it is currently unable to provide clarity on some key licensee concerns....

Editorial

Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...

Policy & Regulation

Some question the background of key ASIC personnel handling FOFA regulatory development....

Financial planning

The Financial Planning Association has reminded planners that there is one week left to enrol in the current semester's CFP intake, adding that enrolment numbers continue...

Financial planning

Matthew Rowe will stay on as chairman of the Financial Planning Association board for another two-year term until November 2014....

Financial planning

<br> <strong>1. Differentiate yourself by becoming a CFP<sup>®</sup> professional</strong><br><br> The CFP certification program enhances your personal brand as a profess...

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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 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 3 days ago

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

4 days 19 hours ago