FINANCIAL PLANNING ASSOCIATION

Financial planning

The Financial Planning Association (FPA) has reacted strongly to news that two accounting bodies intend to set up independent financial planning designations....

Financial planning

New codes which identify parties to electronic commerce transactions are being developed for financial planners....

Financial planning

Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...

Financial planning

The Financial Planning Association is developing a concerted campaign to put retirement income issues on the Federal Government's agenda. Here, Michael McKenna puts the c...

Financial planning

After a long drought, some showers of blessings have finally rained down on the savings industry. The shower was in the form of a press release on the taxation of collect...

Financial planning

Australians are only slightly more likely to seek the services of a financial planner when looking for financial guidance than an accountant, family member or bank manage...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 11 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago