FINANCIAL PLANNING ASSOCIATION

Policy & Regulation

Licensees work hard for the stamping fees they are paid and should be entitled to keep them, according to Investment Collective managing director, David French....

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Financial planning

The Government is wrong in its move to stop people from paying for financial advice from their MySuper accounts, according to the Financial Planning Association....

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Financial planning

Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory oversight with the cost of generating a statement of adv...

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Financial planning

The Financial Planning Association has questioned the need for a Compensation Scheme of Last Resort when the Government has for nearly a decade failed to address the prob...

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Financial planning

The benefits of comprehensive financial advice significantly outweigh those delivered by intra-fund advice and this should be recognised within the Retirement Income Syst...

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Financial planning

The Government’s latest exposure draft legislation around the recommendations of the Hayne Royal Commission suggest little has been paid to the lobbying of the major fina...

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Financial planning

The Financial Planning Association has sought to make very sure that advisers do not get negatively roped into the current debate around stamping fee exemptions....

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Financial planning

Renaming ‘general advice’ will be crucial to the manner in which digital advice is delivered in Australia and how it sits alongside traditional advice models, according t...

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Life/Risk

Strong rules need to be written to ensure that financial advice given by insurance companies or their representatives at claim time is clearly recognised for what it is –...

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Financial planning

The Australian Securities and Investments Commission has been accused of unilaterally and quietly raising the per adviser levy to $1,142....

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Financial planning

The Financial Planning Association has created a guide to help planners digitally evolve their statements of advice....

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Financial planning

Submissions directed to Treasury around the end of grandfathering revealed little significant resistance but genuine concern around how client rebates should work....

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Financial planning

The Australian Financial Complaints Authority has said it will take the Financial Adviser Standards and Ethics Authority code of ethics into account in making its determi...

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Financial planning

Consumers prefer engaging statements of advice such as videos, infographics, and quizzes rather than traditional paper-based SOAs, according to the Financial Planning Ass...

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Financial planning

The Financial Planning Association is canvassing what the industry might look like over the next half-decade including whether a new licensing regime may evolve....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days 19 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days 19 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago