FPA
Financial planning
The Financial Planning Association has told the Productivity Commission that product manufacturers should no longer enjoy the licensing exemption which allows them to giv...
Financial planning
The existing financial planning dealer group model is under significant pressure and struggling to remain relevant, according to ClearView managing director, Simon Swanso...
Financial planning
The Financial Planning Associated has cited the “massive losses” associated with agricultural and forestry managed investment schemes in urging the Government to amend le...
Financial planning
The Financial Planning Association’s National Roadshow will focus educating and calming financial planners regarding the Financial Adviser Standards and Ethics Authority’...
People & Products
The Financial Planning Association of Australia has announced the appointment of a new board member following the departure of former FPA CEO, Mark Rantall....
Financial planning
The Financial Planning Association wants Authorised Representatives to have the same whistleblower protections as salaried employees of dealer groups....
Editorial
Mike Taylor writes that the advent of the Financial Adviser Standards and Ethics Authority regime will change the raison d’etre and commercial models of Australia’s two l...
Financial planning
Uncertainty may surround the future status of the Certified Financial Planner designation but the Financial Planning Association believes it will survive and thrive....
Financial planning
The Financial Planning Association has backed early release of superannuation on compassionate and hardship grounds, arguing it fits with financial planner obligations to...
Financial planning
The Financial Planning Association has called for the Australian adoption of a regime which would allow up to $1,000 of super savings to be withdrawn to cover the provisi...
Financial planning
The Financial Planning Association has urged flexibility around which degrees will meet the needs of the new Financial Adviser Standards and Ethics Authority....
Financial planning
The fintech whitepaper released by the Financial Planning Association has listed the benefits advisers could receive from being adaptive....
Tech
The Financial Planning Association has highlighted the industry’s lack of understanding around the uses of fintech in a new whitepaper....
Financial planning
Moves to increase monetary claim limits under the new Australian Financial Complaints Authority regime have prompted fears of more PI insurer exits from the financial pla...
Financial planning
Financial Planning Association of Australia members have taken part in several physical challenges in Tasmania to raise money for the association’s philanthropic arm....
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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...