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Financial planning
FOFA reforms were never intended to address the issues that emerged out of vertically integrated advice businesses and needs to be examined separately, the FPA said....
Financial planning
The Financial Planning Association has strongly opposed Treasury inclinations towards the creation of a passive “MyRetirement” regime similar to MySuper....
Financial planning
The FPA has exempted CIMA certificants from the CFP program and offered them an accelerated path to CFP certification....
Financial planning
The Financial Planning Association is urging that new external dispute resolution arrangements insulate third-party planners from the misdeeds of licensees....
Financial planning
The Financial Planning Association and the Cancer Council have launched a pro bono financial advice project to help cancer patients when they most need it....
Financial planning
Advice practices that implement the new professional and ethical standards and improve financial advice standards could eventually have to pay less levy to fund ASIC. ...
Financial planning
The new education standards for financial planners may have been legislated but advisers were still uncertain over the specific details around the framework. ...
Financial planning
The Financial Planning Association is arguing for professional associations to be embedded in the breach reporting regime under a co-regulatory approach....
Financial planning
The Financial Planning Association’s bid to become a code-monitoring body has taken another step with the appointment of two senior lawyers to oversee its Conduct Review ...
Editorial
ASIC is taking a close look at the sale of life insurance direct to consumers and Mike Taylor writes that the regulator’s findings may significantly alter the commercial ...
Accounting
The national standards and codes of ethics setter for accounting bodies is asking for feedback on consultation for the standard that covers accountants providing financia...
Financial planning
The Financial Planning Association of Australia and the Financial Executive Women have today announced a partnership to advance the progression of female planners....
Financial planning
The FPA has used its pre-budget submission to once again push for initial financial plans and ongoing management fees to be made tax deductible....
Financial planning
Financial services consumers would be better protected if the regulators could better target product manufacturers, according to the FPA....
Editorial
If insurers were made to drop underwriting policies at the time of claim could they accept the accompanying commercial pain?...
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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...