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Features
The two largest financial planning organisations have increasingly been singing from the same hymn book in delivering their policy messages to Canberra but they are still...
Financial planning
The Financial Planning Association has confirmed a 6.6% decline in membership but has pointed to its books being in good shape....
People & Products
Kearsten James, Julie Matheson and Julian Place have been elected to the Financial Planning Association of Australia board, while Marisa Broome will continue as chair....
Financial planning
Financial advisers believe the industry needs to speak with one voice and over 80% of respondents to a Money Management survey have supported a merger between the Financi...
Financial planning
Despite the scaled advice focus of the Australian Securities and Investments Commission, most financial advisers believe the real answer to reducing advice costs lays in ...
Financial planning
The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...
Financial planning
With the average cost of a statement of advice having risen to around $2,700 the Financial Planning Association says it’s time to peel back the layers of regulation imped...
Financial planning
The Government wants financial advice to be made more affordable and a Financial Services Council has canvassed easier scaled advice, technology and less red tape as bein...
Expert Analysis
Financial Services Council policy manager – advice, Zach Castles, argues that regulatory pragmatism can help reduce the cost of financial advice....
Financial planning
The future of the Financial Adviser Standards and Ethics Authority is expected to be made clear in next May’s Federal Budget but, in the meantime, its funding and staffin...
Features
A Royal Commission, pandemic and regulatory change have distracted advisers from robo-advice in recent years but Jassmyn Goh finds out if the technology is now finally go...
Financial planning
The professional indemnity insurance regime is failing small financial planning practices and the Financial Planning Association has pointed out its shortcomings to the o...
Financial planning
The Financial Planning Association has used an updated pre-Budget submission to urge the Government to roll functions of the Financial Adviser Standards and Ethics Author...
Features
Mike Taylor writes that both Treasury and ASIC are conducting consultations which suggest that politicians of both stripes have finally woken up to the mess created in th...
Financial planning
The Financial Planning Association has warned the Australian Competition and Consumer Commission against imposing another layer of regulation and cost on financial advise...
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MARKET INSIGHTS
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...