FPA
Financial planning
Draft proposals to waive the tax and commercial law course requirements for registration under the TASA are being welcomed by the AFA....
Financial planning
The FPA claims 10 point plan is validated in the findings of the Senate Committee reviewing the performance of ASIC....
Financial planning
Government Senator, David Bushby, has issued a dissenting report arguing a royal commission is unnecessary...
Financial planning
ASIC should be subject to regular reviews while FOS should move to a higher award regime...
Financial planning
Senate Committee recommends higher education, professional association membership and enshrinement of ‘financial planner’ in report on ASIC performance...
Financial planning
ASIC should be given the power to immediately suspend financial planners who it suspects have engaged in misconduct according to Senate Committee....
Financial planning
The Senate Committee reviewing the performance of ASIC has recommended a royal commission into the Commonwealth Financial Planning debacle....
Financial planning
The draft Tax Agent Services Act regulations have proposed waiving tax and commercial law course requirements for financial planners with relevant experience....
Financial planning
Inaugural Gwen Fletcher Memorial Award winner, Erin Shields, plans to continue along the path by the late ‘First Lady of financial planning’....
Policy & Regulation
The planning industry has welcomed the Government’s FOFA changes most of which will be imposed via regulation but which include a tougher approach to conflicted remunerat...
Policy & Regulation
The Federal Government has moved to impose much of its FOFA changes by almost immediate regulation but with significant tightening around conflicted remuneration....
Policy & Regulation
The AFA is not surprised by the report of the Parliamentary Committee on the FOFA amendments but wants the line held on product advice....
Financial planning
The BFP claims a structural flaw has allowed banks, insurers and super funds to dress up product sales as advice....
Financial planning
Restoring the reputation of financial planners could depend on a co-regulatory model, where the industry sets and monitors its own scrupulous standards, the FPA says. ...
Editorial
Providing regulatory backing for the separation of product sales from advice should be welcomed by the broader financial planning community....
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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...