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FINANCIAL PLANNING ASSOCIATION
Features
The examples of failed managed investment schemes have reopened the question around the Government’s proposed model for a Compensation Scheme of Last Resort, writes Oksan...
Financial planning
Bringing in younger advisers while providing support for the licensees with the Professional Year requirements should be industry priorities or it could cease to exist in...
Financial planning
Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...
Financial planning
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....
Financial planning
The Financial Planning Association has challenged the sense and workability of the Australian Securities and Investments Commission’s proposals around time-limited supera...
People & Products
The Financial Planning Association (FPA) has launched a diagnostic tool to help practices assess and understand how they are positioned for the future....
People & Products
Phil Creswell has been appointed head of professional standards by Count Financial....
Features
The Retirement Income Review has been welcomed by many in the industry, but Chris Dastoor writes, it is still uncertain what it will mean for the industry in the long-ter...
Financial planning
A University of Canberra historical Graduate Diploma, two new RMIT degrees, and recognised prior learning from the FPA and CPA has been approved by FASEA. ...
Financial planning
It was well known that a consortium led by the FPA and AFA was seeking authorisation of as a code monitoring body but the Australian Securities and Investments Commission...
Financial planning
The Tax Practitioners Board needs to explicitly acknowledge the sufficiency of the Financial Adviser Standards and Ethics Authority CPD regime, according to the FPA....
Financial planning
Financial advisers are struggling to cope with the increased burden of the economic crisis from the COVID-19 pandemic....
Financial planning
The Financial Planning Association wants the Government to commission the Australian Securities and Investments Commission to monitor the escalating costs of practicing a...
Financial planning
The Federal Government is being confronted by an increasingly united front on the need to retain the deductibility of advice fees from MySuper products....
Financial planning
The Financial Planning Association wants managers of advice licensees subjected to the same reference-checking protocols as advisers in circumstances where it says it has...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...