FINANCIAL PLANNING ASSOCIATION

Financial planning

Industry submissions to the Financial Adviser Standards and Ethics Authority were calling for a 12-month adviser code exemption just a week before the Australian Securiti...

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Financial planning

The Financial Planning Association has launched FPA Community, for the 14,000 membership to connect online....

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Financial planning

Questioning by a Liberal Senator has seen the Australian Securities and Investments Commission confirm that Royal Commissioner, Kenneth Hayne, got it wrong on intra-fund ...

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Financial planning

Questions are being asked about why the board of the Financial Adviser Standards and Ethics Authority has avoided direct engagement with key industry groups for more than...

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Policy & Regulation

Mortgage brokers themselves rather than credit licensees should be made to honour a best interest duty to clients, according to the Financial Planning Association....

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Financial planning

A Queensland financial adviser and managing director of the Investment Collective, David French, has claimed the Financial Planning Association needs to shoulder some bla...

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Financial planning

The Financial Planning Association has pulled off the gloves to accuse the Financial Adviser Standards and Ethics Authority of having failed to deliver on its mandate....

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Financial planning

The Financial Planning Association has strongly urged the removal of the general advice exemption for financial product issuers because it undermines best interests....

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Policy & Regulation

Seven different regulators combined with three different complaints and disciplinary bodies mean that financial planners have been left sinking in a regulatory swamp....

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Expert Analysis

The use of technology in financial advice can help advisers to operate a sustainable and efficient businesses, Jacqui Henderson, writes....

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Financial planning

Lobbying by financial advisers has revealed that at least some Federal Labor parliamentarians are sympathetic to allowing passage of the legislation necessary to deliver ...

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Policy & Regulation

The Financial Adviser Standards and Ethics Authority needs to take greater responsibility for implementation of the Code of Ethics....

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Features

Mike Taylor writes that in the absence of a definitive methodology for ensuring clients are rebated the grandfathered remuneration which would otherwise have gone to fina...

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Policy & Regulation

Financial planning organisations are seeking clarity from the Government on how its proposed new central disciplinary body for financial advisers will work and how much i...

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Features

Advisers might not be looking forward to fulfilling the Financial Adviser Standards and Ethics Authority education requirements, but just like financial planning itself, ...

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

12 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

14 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 13 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....

9 months 3 weeks 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. ...

9 months 1 week ago

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

9 months 3 weeks ago