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Financial planning
The Financial Planning Association has urged the Financial Adviser Standards and Ethics Authority to publish a status list of professional designation to clarify their st...
Financial planning
The Financial Planning Association has welcomed last night’s Federal Budget, but cautioned that using ASIC’s industry funding model to pay for implementing Royal Commissi...
Financial planning
The use of the term ‘general advice’ may finally be ending after a finding by ASIC that the division between personal and general advice confused consumers, according to ...
Financial planning
The Financial Planning Association has restated its position on a three-year phase-out of grandfathering, claiming that commissions have led to some consumers paying impl...
Financial planning
The Financial Planning Association has welcomed the Financial Adviser Standards and Ethics Authority’s decision to award the Certified Financial Planner program two credi...
Financial planning
The Financial Adviser Standards and Ethics Authority has delivered more information on historical degrees at the same time as apportioning two credits for the Financial P...
People & Products
A key industry body has launched an online tool to help planners select which fintech solutions will best grow their practices’ profitability and efficiency....
Financial planning
The Financial Planning Association has signalled that at least one education provider it plans to be in bed with for the rollout of the FASEA reforms is the privately-run...
Features
In a sea of reform recommendations for the banking and financial services sector, a looming election may see politicians skim across the surface on matters that deserve a...
Financial planning
The Financial Planning Association has launched an online education portal designed to help financial advisers navigate FASEA’s higher education requirements. ...
Financial planning
The Financial Planning Association chief executive, Dante De Gori has warned that there will be a high price to be paid by the industry if the recommendations of the Roya...
Financial planning
The Financial Planning Association’s Conduct Review Commission has sanctioned two financial planners including a CFP who was its Gold Coast chapter chair....
Financial planning
2018 was another year of growth for planners holding the Certified Financial Planner designation with a 3.3 per cent global rise in the number, according to the Financial...
Features
Industry Super Australia used a submission to a Parliamentary committee to question the ability of financial planners to be trusted to give unconflicted advice on post re...
Financial planning
The Financial Planning Association has urged the Government to give financial planners access to the Commonwealth Support Places regime to help them pay for obtaining the...
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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...