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People & Products
Williams Johns will join the board, while Alison Henderson and David Sharpe will each receive a second term....
Financial planning
A Queensland financial adviser and managing director of the Investment Collective, David French, has claimed the Financial Planning Association needs to shoulder some bla...
Policy & Regulation
The exit of the major banks means the original funding source for the Financial Adviser Standards and Ethics Authority will mostly dry up in May next year with advisers t...
Financial planning
The Financial Planning Association has pulled off the gloves to accuse the Financial Adviser Standards and Ethics Authority of having failed to deliver on its mandate....
Financial planning
The Financial Planning Association has strongly urged the removal of the general advice exemption for financial product issuers because it undermines best interests....
Policy & Regulation
Seven different regulators combined with three different complaints and disciplinary bodies mean that financial planners have been left sinking in a regulatory swamp....
Financial planning
Lobbying by financial advisers has revealed that at least some Federal Labor parliamentarians are sympathetic to allowing passage of the legislation necessary to deliver ...
Financial planning
The Financial Planning Research Journal, published by Griffith University and the Financial Planning Association of Australia, has introduced three new research awards an...
Policy & Regulation
The Financial Adviser Standards and Ethics Authority needs to take greater responsibility for implementation of the Code of Ethics....
Features
Mike Taylor writes that in the absence of a definitive methodology for ensuring clients are rebated the grandfathered remuneration which would otherwise have gone to fina...
Policy & Regulation
Financial planning organisations are seeking clarity from the Government on how its proposed new central disciplinary body for financial advisers will work and how much i...
Features
Advisers might not be looking forward to fulfilling the Financial Adviser Standards and Ethics Authority education requirements, but just like financial planning itself, ...
Financial planning
The Code Monitoring Authority established by the major financial planning associations will be ready to roll if, and when, it gains sign-off from the Australian Securitie...
Financial planning
The Assistant Minister for Superannuation, Financial Services and Financial Services Technology, Senator Jane Hume has again stopped short of giving any undertaking on ex...
Financial planning
The chief executive of CountPlus and former Financial Planning Association chair, Matthew Rowe, has resigned from the board of the Financial Adviser Standards and Ethics ...
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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...