FINANCIAL PLANNING ASSOCIATION
People & Products
A key industry body has launched an online tool to help planners select which fintech solutions will best grow their practices’ profitability and efficiency....
Financial planning
The Financial Planning Association has signalled that at least one education provider it plans to be in bed with for the rollout of the FASEA reforms is the privately-run...
Features
In a sea of reform recommendations for the banking and financial services sector, a looming election may see politicians skim across the surface on matters that deserve a...
Financial planning
2018 was another year of growth for planners holding the Certified Financial Planner designation with a 3.3 per cent global rise in the number, according to the Financial...
Policy & Regulation
Industry superannuation funds have welcomed the Royal Commission’s final report, but financial planning groups are concerned about the outcome for their members....
Financial planning
The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...
Financial planning
The Financial Planning Association has sought formal Financial Adviser Standards and Ethics Authority recognition of the Certified Financial Planner designation to lock i...
Financial planning
A number of financial advisers have reacted angrily to the latest Financial Adviser Standards and Ethics Authority education pathways policy claiming it allows insufficie...
Financial planning
The Financial Adviser Standards and Ethics Authority has been urged to give professional associations leadership on continuing professional development with the SMSF Asso...
Financial planning
Deakin University Professor, Adrian Raftery, has slammed the Financial Adviser Standards and Ethics Authority for its unreasonable expectations in terms of continuing pro...
Financial planning
With the Royal Commission questioning the role of Approved Product Lists a larger question has arisen about whether self-licensed advisers are achieving better outcomes t...
Financial planning
The Financial Adviser Standards and Ethics Authority has confirmed that the final exam introduced as part of its education reforms would be one exam for all advisers rega...
Financial planning
The Financial Planning Association has sought to calm advisers nervous about FASEA’s reforms at its Professionals Congress this morning, promising that “we will help you ...
Financial planning
Planners should expect FASEA’s final standards by Christmas, with the Authority’s chief executive, Stephen Glenfield, today saying that his intention was to have them fin...
Financial planning
The chief executive of the Financial Adviser Standards and Ethics Authority, Stephen Glenfield, today sought to reassure planners that the Authority had taken account of ...
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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...