FPA
Financial planning
The free guide was designed to help consumers manage their finances during the crisis....
Financial planning
The Adelaide-based accounting and wealth advisory firm has expanded its private wealth division with the acquisition of Wortherspoon Wealth....
Financial planning
There are no guarantees that the legislation delivering an extension of the Financial Adviser Standards and Ethics Authority exam timetable will be dealt within the Senat...
Financial planning
While industry associations have welcomed the six-month deferral, they have called for the Government to be open to reviewing the timeline given the uncertainty of the CO...
Financial planning
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....
Financial planning
The Financial Planning Association has challenged the sense and workability of the Australian Securities and Investments Commission’s proposals around time-limited supera...
Financial planning
FPA, SMSFA, CA ANZ, CPA Australia and IPA financial adviser and registered tax agent members have been provided a template record of advice for clients looking to access ...
Life/Risk
The Financial Planning Association says the advocacy efforts of financial advisers on behalf of clients can often impact the dispute data collected by the Australian Prud...
Financial planning
Five professional bodies had teamed up to help Australians receive easy access to professional advice, given the COVID-19 pandemic....
Financial planning
The Financial Planning Association has echoed the Association of Financial Advisers in calling on Choice to retract derogatory comments about financial planners....
People & Products
The Financial Planning Association (FPA) has launched a diagnostic tool to help practices assess and understand how they are positioned for the future....
People & Products
Phil Creswell has been appointed head of professional standards by Count Financial....
Features
The Retirement Income Review has been welcomed by many in the industry, but Chris Dastoor writes, it is still uncertain what it will mean for the industry in the long-ter...
Financial planning
A University of Canberra historical Graduate Diploma, two new RMIT degrees, and recognised prior learning from the FPA and CPA has been approved by FASEA. ...
Financial planning
It was well known that a consortium led by the FPA and AFA was seeking authorisation of as a code monitoring body but the Australian Securities and Investments Commission...
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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...