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FPA

Editorial

While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...

Financial planning

The FPA has stressed the importance of assigning a deadline to new educational standards for the profession in a submission to another parliamentary inquiry. ...

Financial planning

Young Australians are increasingly looking for quick fix advice to make their savings last, while over 50s have their eyes squarely on retirement, FPA research has reveal...

Financial planning

Efforts by the Commonwealth Bank, AMP and NAB/MLC to lift planners’ educational and ethical standards have been lauded by the FPA as evidence its drive towards industry p...

Financial planning

The FPA is using its annual Financial Planning Week to try and change consumer perceptions that financial planners are only for the affluent....

Financial planning

NAB/MLC has joined the push to lift planner education standards....

Editorial

Mike Taylor writes that Financial Services Council chief executive, John Brogden used his last annual conference address to point to how little the big issues have change...

Financial planning

Issues arising from vertical integration are not to blame for waning trust in financial advisers, with the erosion of professional values a more likely culprit, a Deloitt...

Financial planning

Middletons further develops resourcing in South Australia....

Editorial

Mike Taylor writes that the drive for higher educational standards for financial planners has served to regenerate criticism of those people who were grandfathered into t...

Superannuation

The referral arrangement between Cbus and FPA will move onto a permanent footing after agreement to roll out the program nation-wide....

Financial planning

FPA chairman, Matthew Rowe wants planners to be individually registered with ASIC as part of a fully enforceable professional code of conduct....

Financial planning

The Commonwealth Bank has moved to lift education standards for planners, supervisors and managers of planners....

Editorial

Mike Taylor writes that the financial planning industry must lobby the Palmer United Party to defend hard-won FOFA gains. ...

Policy & Regulation

Moves by the Federal Government to introduce an enhanced register of financial advisers are being backed by the FPA and FSC....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago