FINANCIAL PLANNING ASSOCIATION

Financial planning

With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...

Editorial

Much attention has been directed towards the manner in which a Parliamentary Joint Committee will handle the Government's Future of Financial Advice legislation but, as M...

Financial planning

Financial planning executive Neil Younger will make a move to ANZ Wealth next month to head up practice-based financial planning, the banking group has announced....

Financial planning

The fallout from a variety of managed investment schemes (MISs) that collapsed following the onset of the global financial crisis continues to play out through the Financ...

Policy & Regulation

Financial planners have renewed their lobbying efforts on FOFA - but the key independents are playing their cards very close to the chests....

Financial planning

Financial advisers have reacted angrily to continuing attacks on the industry by compensation lawyers who blame financial planners for negative market performance and enc...

Editorial

Something became very clear when Money Management recently conducted a roundtable focusing on the Future of Financial Advice (FOFA) legislation tabled in the Parliament e...

Policy & Regulation

The financial planning industry needs to remove all perceived conflicts of interest before it can be seen as a trusted profession, according to chartered accountant and f...

Financial planning

ISN chief executive David Whiteley declines to tell the AFA conference what industry fund advertising is actually costing....

Policy & Regulation

A Money Management roundtable reveals consensus around rising cost of FOFA and the influence of Industry Super Network....

Editorial

The industry superannuation funds advertising campaign reached such a level in September and early October that it prompted the Financial Planning Association (FPA) and t...

Financial planning

Market volatility is changing the way financial advisers structure their clients' retirement income and the advice they are offering around it. Benjamin Levy reports on t...

Policy & Regulation

The Financial Planning Association has accused the Federal Government of making further amendments to the draft Future of Financial Advice (FOFA) legislation without cond...

Policy & Regulation

The Financial Ombudsman Service (FOS) has played down concerns it will have little legal guidance once the Future of Financial Advice 'best interests' duties become law....

Financial planning

Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...

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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...

1 week 6 days 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 2 days ago

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

3 days 10 hours ago