FINANCIAL PLANNING ASSOCIATION

Financial planning

The Financial Planning Association of Australia has recognised Australia’s top financial planners at its 2018 FPA Awards....

Financial planning

Technology was a focus of the first day of the FPA’s Professionals Congress yesterday, with the organisation both releasing a fintech buyers guide and a new app to match ...

Financial planning

Financial planners who breach the industry’s new code of conduct will face the ultimate sanction of exclusion from the industry under arrangements outlined in a new Finan...

Financial planning

The Financial Planning Association has issued a carefully measured response to the latest Financial Adviser Standards and Ethics Authority blueprint, arguing it needs mor...

Financial planning

While the Financial Adviser Standards and Ethics Authority’s updated standards show some positives, advisers are still going to be impacted by the regulator’s arbitrary d...

Financial planning

The Financial Planning Association's Conduct Review Commission has fined former member, Sam Henderson $50,000 for breaching the FPA code of conduct....

Financial planning

Industry Super Australia has objected to exempting personal financial advice from product design and distribution obligations, arguing planners need to be held responsibl...

Financial planning

The Financial Planning Association has told the Royal Commission the planning industry would be well served if licensees were obligated to a best interest duty in the sam...

Financial planning

The Financial Planning Association has suggested risk rating financial products to better target consumer protections....

Financial planning

Parents are struggling to raise kids born since 2000 and to whom money is often unseen, but seeking a financial planner could help, according to the Financial Planning As...

Financial planning

The Government has been warned it risks undermining legitimate and well-established financial advice via its plan for the auto-consolidation of low-balance superannuation...

Features

Amid confusion and outcry amongst financial advisers about the Financial Advisers Standards and Ethics Authority’s education proposals, it is worth remembering how reform...

Financial planning

The Financial Planning Association and the Association of Financial Advisers will gain a membership advantage if they are appointed as code monitoring bodies by the Austr...

Financial planning

Financial planners rather than financial products will be critical to helping Australians adapt to changing work environments, including the gig economy, according the Fi...

Financial planning

The Financial Planning Association has backed early release of superannuation on compassionate and hardship grounds, arguing it fits with financial planner obligations to...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 6 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago
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