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FINANCIAL PLANNING ASSOCIATION
Financial planning
The Code Monitoring Authority established by the major financial planning associations will be ready to roll if, and when, it gains sign-off from the Australian Securitie...
Financial planning
The Assistant Minister for Superannuation, Financial Services and Financial Services Technology, Senator Jane Hume has again stopped short of giving any undertaking on ex...
Financial planning
The chief executive of CountPlus and former Financial Planning Association chair, Matthew Rowe, has resigned from the board of the Financial Adviser Standards and Ethics ...
Features
Mike Taylor writes that the Australian financial advice industry is embarking on a transition which will be completed in 2024 with the result that it will be very differe...
Financial planning
Australians spend $19.8 billion each year buying presents for friends, family and even their pets according to research for this week’s Financial Planning Week. ...
Financial planning
The Financial Planning Association, Association of Financial Advisers and other professional association backers will today lodge a formal application with ASIC to operat...
Policy & Regulation
The number of complaints received about individual firms should be available to financial services customers, according to the Australian Institute of Superannuation Trus...
Policy & Regulation
Unscrupulous employers who use their employees’ salary sacrifice superannuation contribution to reduce their superannuation guarantee obligations should be stopped, accor...
Financial planning
Intense lobbying by financial advisers has made Federal parliamentarians aware of their problems with the Financial Adviser Standards and Ethics Authority regime but unce...
Features
Most financial advisers believe financial advice should be tax deductible for clients, but a significant cohort believe it should not be tax deductible for advice around ...
Financial planning
The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...
Financial planning
Financial advisers have been pointing to a document produced by the Financial Planning Association to reinforce their argument for a 12-month extension to the Financial A...
Financial planning
Just days out from the close of enrolments for the Financial Planning Association’s Certified Financial Planning designation, the organisation’s chief executive, Dante De...
Editorial
Even the frequent critics of financial advisers should acknowledge that their calls for an extension to the Financial Adviser Standards and Ethics Authority exam timetabl...
Financial planning
The private contractual nature of Buyer of Last Resort arrangements has served to leave the major planning organisations on the sidelines as advisers see their pay-outs e...
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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...