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Financial planning

Financial services consultancy Assured Support has appointed a new chairman to its advisory board, who previously served as Count’s chair and chief executive of the FPA....

Financial planning

The Financial Advice Association Australia has revealed a significant 94 per cent of advised clients trust their adviser to act in their best interests, marking an all-ti...

Financial planning

The Financial Advice Association Australia has written to every member of Parliament to press the case for a public inquiry into the Dixon Advisory collapse and the CSLR....

Financial planning

According to the Financial Advice Association Australia, upgrades to its Find a Planner platform will make it easier for potential clients to connect with a financial adv...

Financial planning

The FAAA has argued against “prescriptive record keeping obligations” in favour of advisers using their professional judgement....

Funds management

Having announced in its FY24 results that two directors will be retiring from the board, Perpetual has made its first new appointment....

Financial planning

One year since the FPA and AFA merged, Money Management speaks with FAAA chief executive Sarah Abood on what the combined organisation’s advocacy has accomplished....

Financial planning

Minister for Financial Services, Stephen Jones, has confirmed the start date for consumers to lodge claims with the Compensation Scheme of Last Resort as well as its firs...

Financial planning

In its pre-budget submission, the FAAA has expressed its concern over the “extremely disheartening” costs of the Compensation Scheme of Last Resort potentially being pass...

Financial planning

While the FSC largely supports the final tranche of Delivering Better Financial Outcomes reforms, the FAAA is “deeply concerned” about possible negative implications of t...

Life/Risk

Policy and advocacy specialist Benjamin Marshan has left the Council of Australian Life Insurers after less than a year, having joined in March from the Financial Plannin...

Financial planning

A “priority hotline” between professional associations and ASIC, as suggested by the Financial Advice Association of Australia, would damage the regulator’s independence,...

Financial planning

Advisers who joined the newly merged Financial Advice Association of Australia have risen 30 per cent from initially reported figures and now surpass 10,000 after it repo...

Financial planning

Membership of the FAAA declined by 11.7 per cent in the last financial year, according to its 2023 annual report, three times faster than the overall decline in adviser n...

Financial planning

Following its completed merger of the former FPA and AFA in April, the FAAA is now in the “critical process” of renewing its policy platform through a member survey....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 1 hour ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 2 days ago