FPA

Financial planning

Face-to-face advice needed but costs rising

Supply, demand and costs of advice, as well as the disruption of digital advice technology were the key topics discussed for the future of advice at the Financial Service...

Financial planning

FASEA exam advisers’ major area of concern

The FPA’s wellbeing hotline has not seen as much uptake as expected but there has been plenty of concern expressed by advisers about handling the Financial Adviser Standa...

Financial planning

FASEA extends FPA CFP coursework recognition

The Financial Adviser Standards and Ethics Authority has extended recognition of the course value of the Financial Planning Association’s Certified Financial Planner desi...

Features

Future of Advice – new game, new rules

Mike Taylor writes that the Australian financial advice industry is embarking on a transition which will be completed in 2024 with the result that it will be very differe...

Financial planning

FPA members to receive education discounts

Members will be given discounts between 10 to 15 per cent across five institutions....

Policy & Regulation

Almost 150 courses now approved by FASEA

A total of 53 current bachelor or higher degrees, 66 historical courses and 30 bridging courses are now part of FASEA’s accreditation....

Financial planning

Gen Z and Y would value time with a financial planner

Data from the FPA shows an overwhelming majority of Gen Y and Gen Z would be interested in spending more time with a financial planner....

Financial planning

Aussies spending near $20bn on presents annually

Australians spend $19.8 billion each year buying presents for friends, family and even their pets according to research for this week’s Financial Planning Week. ...

Financial planning

FPA and other associations lodge formal code-monitoring application

The Financial Planning Association, Association of Financial Advisers and other professional association backers will today lodge a formal application with ASIC to operat...

Policy & Regulation

Industry funds urge publication of firm level complaints data

The number of complaints received about individual firms should be available to financial services customers, according to the Australian Institute of Superannuation Trus...

Policy & Regulation

FPA backs key superannuation bill

Unscrupulous employers who use their employees’ salary sacrifice superannuation contribution to reduce their superannuation guarantee obligations should be stopped, accor...

Financial planning

AMP accused of inducing planners into debt

The AMP Financial Planners Association has signalled it will be pursuing the company over how it induced planners into debt funded by its own bank....

Financial planning

FPA warns ASIC on social media complaints

The Financial Planning Association has warned the Australian Securities and Investments Commission of the significant problem associated with allowing complaints against ...

Financial planning

FPA warns on product intervention consequences

The Financial Planning Association has warned the Australian Securities and Investments Commission to be mindful of how product manufacturers may seek to recoup costs whe...

Financial planning

Heavy lifting on grandfathering falls to product issuers

The Government has imposed the administrative burden of redistributing grandfathered remuneration on product issuers rather than onto financial advisers or licensees....