Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FPA
Financial planning
There has never been a better time to pursue a career in advice as consumer demand is rising, according to 2022 FPA University Student of the Year winner, Matthew Kanizay...
Financial planning
The FPA and AFA have begun the process to consult with members on the new name for the proposed merged organisation. ...
Financial planning
There is debate among industry associations about the benefits of a ‘rules advisory committee’ as proposed by the Australian Law Reform Commission....
Funds management
While firms are putting cybersecurity measures in place, there is still a risk a breach could occur if they fail to train staff in the new systems and processes and ensur...
Financial planning
A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....
Financial planning
Michelle Levy is expecting to see a rise in digital tools as she believes it is unnecessary for all advice to be provided to consumers by a financial adviser....
Financial planning
The Financial Planning Association of Australia has rejected proposals to ban commissions as it believes it could leave consumers chronically underinsured and dependant o...
Financial planning
The FPA and AFA will consult with their members on what a potential merged organisation should be called and has confirmed there will be no increase in membership fees....
Financial planning
The FPA is recommending another review of life insurance commission as the current proposal “leaves more questions than answers” and presents concerns about the accessibi...
Financial planning
The FPA and AFA have confirmed the timing for a vote on a potential merger between the two parties. ...
People & Products
Two new members have been appointed to the board of the Financial Planning Association of Australia....
Financial planning
Adviser Ratings has found more than 80% of advisers back the merger of the FPA and the AFA as most prefer to hold only one association membership....
People & Products
Dante De Gori, former chief executive of the Financial Planning Association of Australia, has been appointed as chief executive of the global Financial Planning Standards...
Financial planning
The Budget was light on measures for advisers but two initiatives need to be on their radar when it comes to clients’ portfolios....
Financial planning
The Financial Planning Association of Australia has urged the Government to extend the freeze on the ASIC levy for one more year, among several Budget recommendations....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...