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FPA
Financial planning
US media reports have questioned the conduct of the board which runs the Certified Financial Planner designation over its alleged failure to detail the criminal and regul...
Financial planning
Intense lobbying by financial advisers has made Federal parliamentarians aware of their problems with the Financial Adviser Standards and Ethics Authority regime but unce...
Features
As advisers battle with the effects of the Banking Royal Commission, education reforms, the banks exiting wealth, and changes to business structures, Hannah Wootton finds...
Features
Most financial advisers believe financial advice should be tax deductible for clients, but a significant cohort believe it should not be tax deductible for advice around ...
Financial planning
The Financial Planning Association has launched a new CPD platform aimed at aggregating FPA, Financial Adviser Standards and Ethics Authority-accredited options....
Financial planning
The Financial Planning Association has urged the Government to make financial advice tax-deductible if it is provided by ‘registered financial planners’....
Financial planning
The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...
Financial planning
Financial advisers have been pointing to a document produced by the Financial Planning Association to reinforce their argument for a 12-month extension to the Financial A...
Financial planning
Just days out from the close of enrolments for the Financial Planning Association’s Certified Financial Planning designation, the organisation’s chief executive, Dante De...
Editorial
Even the frequent critics of financial advisers should acknowledge that their calls for an extension to the Financial Adviser Standards and Ethics Authority exam timetabl...
People & Products
The Financial Planning Association of Australia has announced Raquel Netto of The Wealth Mentoring Group as the Semester 1, 2019 winner of the Gwen Fletcher Memorial Awar...
Financial planning
The private contractual nature of Buyer of Last Resort arrangements has served to leave the major planning organisations on the sidelines as advisers see their pay-outs e...
Financial planning
Financial planners face the need to convince the Senate cross-bench of the virtue of allowing more time for them to sit the Financial Adviser Standards and Ethics Authori...
Life/Risk
The Financial Planning Association has given its backing to the standardisation of terms and definitions with respect to insurance with MySuper products but has caused ag...
Financial planning
The Financial Planning Association has backed its push for co-regulation and enforceable codes with a call for confidential information sharing with the Australian Securi...
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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...