FINANCIAL PLANNING ASSOCIATION
Financial planning
ASIC has vehemently denied being swayed by lobbying groups to suspend its adviser competency push. ...
Editorial
The Australian Labor Party has now made it clear that FOFA is a totem policy issue and that it will not be relenting in resisting any Government changes. ...
Superannuation
Advisers may need to rethink their approach to aged care advice. ...
Financial planning
Job growth for financial planners has been on a flat trajectory since the GFC, which should prompt opportunists to pivot into future boom areas like healthcare and succes...
Life/Risk
The Minister for Finance and Acting Asistant Treasurer, Senator Mathias Cormann will address a Money Management breakfast traversing key issues....
Financial planning
The failure to ask open-ended questions or listen to the goals and feedback of clients are among the most frequent errors that cost planners clients, according to advice ...
Financial planning
Managed account specialists warn that grandfathering needs to be viewed as a diminishing resource....
Policy & Regulation
The FPA has denounced efforts in the Senate to disallow amendments to FOFA predicting changes will automatically place advisers in breach of the law....
Policy & Regulation
The Federal Opposition will push to disallow the FOFA amendments in the Senate after Labor Senator Sam Dastyari stated it had secured the numbers to win a vote on the mat...
Financial planning
It's been an issue that's ruffled feathers across the industry, but is scaled advice finally gaining traction in the planning world? Kate Cowling investigates. ...
Financial planning
The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....
Financial planning
The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...
Financial planning
The FPA has named Neil Kendall as its new chair, along with making changes to its board....
Financial planning
Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....
Financial planning
Politicians tasked with raising education and professional standards in the financial advice sector are being urged by the FPA. to “look beyond the noise” of vested inter...
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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...