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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 21 hours ago