FPA
Financial planning
The Financial Planning Association has told the Australian Securities and Investments Commission the same reference checking protocols that apply to financial advisers sh...
Financial planning
Financial advisers should not be unnecessarily entangled by the Government’s new insurance claims handling legislative framework just because they are taking on a new cli...
Financial planning
The Financial Planning Association has leveraged the Australian Securities and Investments Commission’s affordable advice review to drive home its policy for financial ad...
Financial planning
Although the removal of the Financial Adviser Standards and Ethics Authority is a huge victory for many in the industry who spent the last few years fighting for reform, ...
Financial planning
The Federal Government has made at least some concessions to financial advisers with new legislation at least simplifying some elements of fee disclosure while making cle...
Financial planning
The FPA is on a recruitment drive among former members and new members with whom it has had contact offering a discount of $506 for those wanting to become Associate Memb...
People & Products
Diana D’Ambra has been appointed as an additional director and will chair the board audit and risk committee....
Financial planning
Advisers providing "strategic advice” or financial coaching should be subject to the same regulatory obligations as other advisers, according to the Financial Planning As...
Financial planning
The Financial Planning Association is pointing to the proposed Single Disciplinary Body as the answer for delivering greater regulatory simplicity for financial tax advis...
Financial planning
WA-based HPH Solutions has picked up two awards, as the annually presented award reaches its eighth year. ...
Financial planning
The industry is still a “boy’s club” and it will come at the expense of advice that better suits the needs of female clients....
Superannuation
The Government’s Retirement Income Review has been welcomed but the industry has differing views on the superannuation guarantee increase and accessing home equity to fun...
Financial planning
The volume of regulatory change means it is becoming impossible to do business as a financial planner using old technology and old ways of operation, according to the Fin...
Editorial
The widespread general criticism of the Financial Adviser Standards and Ethics Authority’s latest efforts around code of conduct guidance should be the catalyst for the G...
Financial planning
Clarity around Standard 3 of the financial adviser code of ethics is vital and the Financial Adviser Standards and Ethics Authority needs to stop playing ‘semantic games’...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...