FINANCIAL PLANNING ASSOCIATION

Financial planning

This is your last opportunity to save up to $330 off your FPA 2006 National Conference registration. Early Bird registrations close today – Friday, July 28 – and won’t be...

Financial planning

Abstract Long...

Financial planning

Advisers who predominantly use ratings as the basis for recommending insurance products run the risk of encouraging their clients to purchase inappropriate cover due to t...

Editorial

Abstract Long...

Financial planning

A new award for financial planners has demonstrated the value of professional financial advice, according to the Financial Planning Association...

Financial planning

The Financial Planning Association and Association of Financial Planners are considering applying to join a new indemnity scheme for peak professional bodies offered by t...

Financial planning

The FPA’S investigation into the activities of Tasmanian-based adviser Brendan Moore that commenced late last year is nearing its conclusion....

Financial planning

ASIC has proactively followed up the main findings of its shadow shopping survey regarding superannuation choice with some suggestions for licensees on how to address the...

Financial planning

The underlying structure of some platform products could impede the broad objective of the FPA’s conflict of interest principles which require advisers to stipulate what ...

Financial planning

ASIC is currently examining whether further regulation is specifically needed for platforms, although at present it is unclear whether they should be defined as a product...

Financial planning

MLC has thrown its support behind the type of remuneration offered by the FPA advice-based fee model....

Financial planning

The recently formed Financial Services Institute of Australasia (Finsia) has formalised the make-up of its board, adopted a new constitution and legally confirmed its cha...

Financial planning

ASIC has recommended that financial planners avoid being paid solely by commissions as a matter of best practice....

Financial planning

Securitor is close to introducing several initiatives as part of its ongoing Tropicana project and overhauling its pricing methods including introducing a system to rewar...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

4 weeks ago