FINANCIAL PLANNING ASSOCIATION

Financial planning

The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...

Financial planning

The number of legislative and regulatory changes for the financial planning industry coming through in the next couple of years could be too burdensome and distracting fo...

Financial planning

With the Government promising to increase education requirements for financial planners through its Future of Financial Advice (FOFA) reforms package, the AMP Horizons Ac...

Financial planning

The Financial Planning Association (FPA) would like to see a better model used for pricing individual risk that would potentially bring down the costs of professional ind...

Financial planning

The National Consumer Credit Protection Act has opened up opportunities for brokers to sell risk products. Janine Mace reports....

Editorial

Sydney-based planning principal, Greg Cook, questions whether advice being given to consumers by the Australian Securities and Investments Commission is really in the pub...

Financial planning

Legal experts believe the Government's proposed opt-in reform will be challenged due to a potential clash with current contract law....

Financial planning

Calls have been made by financial planners in the US to follow Australia’s lead for advisers to adhere to a fiduciary standard of care when providing clients with investm...

Financial planning

Welcome to the Money Management Education series. ...

Financial planning

The FPA has responded to the ISN's claims of a 'crisis of confidence' with the financial planning industry by encouraging planning clients to ensure advice they receive i...

Superannuation

The growing market for retirement community homes presents a great opportunity for financial planners to serve as independent coaches in a complex area riddled with traps...

Editorial

In its pre-Budget submission to the Federal Government, the Financial Planning Association called on the Government to implement a range of initiatives to support the cur...

Financial planning

Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....

Editorial

It has become self-evident that either directly or indirectly, opt-in is going to drive up the cost of financial advice for many Australian consumers, writes Mike Taylor....

Financial planning

The advertising campaign proposed by the Financial Planning Association (FPA) will cost up to $15 million over five years....

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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 8 hours ago