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Financial planning
Existing planners continued to express uncertainty over course requirements under the new professional standards with the establishment of the standards setting body at l...
Editorial
The Government’s creation of an independent standards body will alter the dynamics of the financial planning industry and create a new hierarchy. ...
Life/Risk
The Association of Financial Advisers has claimed vindication following the Government's announcement of key changes to the underlying LIF regulations, including reducing...
Financial planning
Applications for the 2016 Financial Planning Association of Australia (FPA) Awards have opened and now include the ‘FPA Professional Practice of the Year’ award....
Financial planning
Financial services technology start-ups were not the only ones facing barriers to innovation due to the financial services licensing regimes and thus should not be grante...
Policy & Regulation
The Prime Minister’s decision to leave Kelly O’Dwyer in place in financial services grants the sector the important benefit of continuity of approach on key policy issues...
Financial planning
The FPA has announced a further two new appointments to its team, following the recent announcement of a new policy manager....
Editorial
Financial planners should brace themselves for a further period of political and policy uncertainty and possibly rue the lost opportunities of 2013-16. ...
Financial planning
Most financial planners want definitive ownership of their clients with many only wanting to pay for those dealer group services they actually use....
Financial planning
School-like exams might not be appropriate for all advisers under the new education standards, and the word 'exam' should be removed from the Exposure Draft, the AFA said...
Features
A double dissolution election has left many financial planning policies in limbo, and advisers are demanding certainty on at least three key issues, Malavika Santhebennur...
Financial planning
Financial planners have registered in droves to the FPA roadshows amid changes to professional education standards, superannuation, and retirement planning....
People & Products
Crystal Wealth has continued to grow its team and its funds under advice, including the recruitment of former FPA board member, Louise Lakomy....
Financial planning
Former Financial Planing Association chief executive officer, Mark Rantall has been appointed as the chairman of Intiger Asset Management, curently the subject of a rever...
Editorial
The CFP designation remains a potent marketing tool for the Financial Planning Association but will the Government's legislative amendments around ethics and education ma...
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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...