FINANCIAL PLANNING ASSOCIATION

Financial planning

The administrative side of the move to fee-for-service is now the easy part of the puzzle as more administrative service providers evolve to meet demand. ...

Financial planning

The Australian financial planning industry is leading the world in education standards, according to Financial Planning Standards Board (FPSB) chief executive Noel Maye....

Editorial

A change in the Financial Planning Association's leadership may be for the better, writes Mike Taylor....

Editorial

Financial Services is fraught with conflicts of interest, says Robert Keavney. But the regulatory focus on these problems means that financial planning has a bright futur...

Financial planning

The Financial Planning Association (FPA) has officially launched its anonymous reporting facility, FPA Confidential....

Financial planning

The Association of Independently Owned Financial Planners' status as an industry association is being questioned as it moves to revive an investment administration servic...

Financial planning

The Financial Planning Standards Board's (FPSB's) goal is to promote higher standards so financial planning is recognised as a distinct profession similar to accounting, ...

Editorial

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....

Financial planning

The Financial Planning Association's (FPA’s) Job Board attracted over 1,500 visitors in one week, demonstrating the need for such a portal, said FPA chief executive Jo-An...

Financial planning

Independent financial planning practices concerned about moving away from a commission-based fee structure should speak to clients individually to work out a case-by-case...

Financial planning

A poll conducted by Money Management has revealed strong support for stricter penalties being imposed against recalcitrant advisers....

Financial planning

The principals and directors of financial planning practices will need to ensure they, their planners and their employees have appropriately nominated the superannuation ...

Financial planning

The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....

Financial planning

The lack of professionals specialising in estate planning in Australia will cause a huge problem for the financial planning industry as their wealthier baby boomer client...

Financial planning

Recent action in the NSW Supreme Court over the status of Adviser Service Fees when authorised representatives change licensees appears to have raised more questions than...

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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....

5 days 3 hours ago