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FPA
Financial planning
There is a divide between pre-retirees and retirees when it comes to the types of barriers stopping them from seeking advice, according to FPA research....
Financial planning
Advised Australians are more likely to feel financially secure and satisfied with their current level of wealth, according to FPA’s inaugural Value of Advice study....
Financial planning
This week marks the annual Financial Planning Week, a collaboration between global financial planning organisations and a chance for advisers to highlight the benefits of...
Financial planning
There is a risk that the Quality of Advice Review proposals will solve one problem but create alternative ones regarding avoidance behaviour, according to the Financial P...
People & Products
Association of Financial Advisers members will have the opportunity to share their views on the proposed merger with Financial Planning Association of Australia in a seri...
Editorial
The proposed merger of the FPA and AFA is a step forward – not just for the profession, but for all those yet to benefit from financial advice....
People & Products
The industry has paid tributes to Queen Elizabeth II who died after 70 years as monarch....
Financial planning
Following member consultation, the Financial Planning Association of Australia has removed 20,000 from its code of conduct and moved to a principles-based Professional Co...
Policy & Regulation
Organisations have welcomed the introduction of legislation for the Compensation Scheme of Last Resort but raised questions why managed investment schemes were excluded....
Financial planning
The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) are planning to merge, with the aim of creating “a united voice for ...
Financial planning
The Financial Planning Association of Australia (FPA) has announced a new series of events and activities for Certified Financial Planner (CFP) professionals....
Financial planning
The latest data on financial advice complaints, which shows a fall of over 50% in the past year, indicates the improved quality of financial advice, according to the Fina...
Funds management
Regulation of crypto assets should be consistent with non-crypto versions, according to the Financial Planning Association of Australia, in order to protect consumers fro...
Financial planning
Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet...
Financial planning
Adding personal advice to Centrelink’s bulk billing framework is among recommendations put to the Quality of Advice Review by a founding member of the Financial Planning ...
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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...