FINANCIAL PLANNING ASSOCIATION

Financial planning

The Financial Planning Association (FPA) chief executive, Mark Rantall, has pointed to the fact that many industry fund planners are members of the FPA....

People & Products

Yellow Brick Road has appointed a new chief executive, while at the same time formalising its strategic alliance with Nine Entertainment Group....

Financial planning

The FPA has accused the ISN of conducting a politically motivated campaign to drive competition out of the planning industry....

Policy & Regulation

Many financial planners have already decided that the legislation that emerges from the Government's Future of Financial Advice (FOFA) changes will be unacceptable and ru...

Financial planning

An increase in the number of professional indemnity (PI) insurance claims over the past few years is affecting the price and availability of PI insurance for planning fir...

Editorial

Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...

Editorial

Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...

Editorial

Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....

Financial planning

AMP has launched a financial planning-focused 'university challenge' aimed at giving university students greater access to the financial planning profession....

Financial planning

Education has become a buzzword in the financial services industry. Angela Faherty takes a look at what the industry is doing to improve standards. ...

Financial planning

Despite a number of software developers and platform providers flagging plans to introduce opt-in facilities, the financial planning community claims automating the proce...

Financial planning

Suncorp-owned dealer group Guardian Financial Planning has formed a partnership with the Association of Financial Advisers (AFA), joining the AFA's Licensee Partnership P...

Financial planning

The mooted penalties that could apply to breaches of components of the Government's Future of Financial Advice (FOFA) reforms have drawn criticism from across the industr...

Financial planning

The mooted penalties that could apply to breaches of components of the Government's Future of Financial Advice (FOFA) reforms have drawn criticism from across the industr...

Financial planning

The current wave of regulatory reforms in financial services and focus on professionalism could lead to a structural shift in financial services education, with a focus o...

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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 11 hours ago