FPA

Policy & Regulation

The Government’s FSI response has delivered on higher educational standards for planners together with enshrinement of the term “financial planner/adviser”....

Editorial

New research has confirmed substantial unmet demand for good and independent financial advice which the banks may not be able to deliver. ...

Life/Risk

Hybrid commissions may remove perceptions of bias in adviser recommendations, but it will not boost advice quality, the FPA argues....

Editorial

A change of minister combined with a change in ministerial advisory personnel and Government policy attitudes has altered the dynamic for the key financial services lobby...

Financial planning

The FPA said the recent life/risk debate focused on remuneration rather than the quality of advice as it launched an advice guide....

People & Products

While Kelly O’Dwyer has succeeded Josh Frydenberg as Assistant Treasurer most of the key advisory personnel are expected to remain in place....

Financial planning

The AIOFP has been rebuffed by the FPA and AFA in its efforts to present a ‘united front’ on the Life Insurance Framework....

Financial planning

It is often assumed that young people are not actively looking to manage their finances, however, the FPA’s Financial Planning Week found the opposite....

Policy & Regulation

The FPA supports user-pays funding for ASIC but only if it is equitable across the industry....

Financial planning

UniSuper’s advice offices are now accredited under the FPA Professional Practice program, the first profit-to-member fund to do so....

Financial planning

Regardless of how much money people have they are more optimistic about their financial future if they consult a financial planner, the FPA claims....

Life/Risk

Financal Planning Association chief executive, Mark Rantall, says nobody should underestimate how much assistance some advisers will need adjusting to the post-Trowbridge...

Financial planning

The FPA has rejected claims by the AIOFP that its members were not consulted and that institutions shaped its proposal on life insurance commission changes....

Financial planning

Apt Wealth Partners head of advice John Moran becomes the third winner of Gwen Fletcher award given by the FPA....

Life/Risk

Industry leaders are warning that changes to the way life/risk advisers are remunerated will put pressure on the industry, but believe the Life Insurance Framework is “wo...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

5 days 7 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 6 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 3 days ago