FPA

Financial planning

The Minister for Finance and acting Assistant Treasurer, Senator Mathias Cormann has cautioned against a one size fits all approach to the advice regulatory settings....

Financial planning

The FPA has welcomed ASIC and dealer group support for moves to separate product sales and advice....

Funds management

The founder and chief executive of Platinum Asset Management, Kerr Nielson, is the recipient of the 2014 Money Management Lifetime Achievement Award, sponsored by Count F...

Financial planning

The FPA’s 10-point plan to separate advice from product sales urges that the terms ‘commission’ and ‘general advice’ be removed from the planning industry’s lexicon....

Financial planning

The FPA signals a 10-point plan which would see product-related advice subject to regulation and salespeople precluded from being called financial planners/advisers....

Financial planning

FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....

Financial planning

The FPA is concerned that Budget cuts impacting ASIC may, in turn, impact planners in higher costs....

Financial planning

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

Financial planning

FPA aims to grow members and boost consumer engagement with NAB Wealth executive hire....

Financial planning

As Commonwealth FP again finds itself in the media spotlight, the FPA has defended the manner in which it has handled members who broke bad....

Financial planning

FPA honours ‘first lady of financial planning’, Gwen Fletcher, by giving her name to a CFP-related award...

Financial planning

TASA and FOFA focus of planners’ attention....

Editorial

Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...

Financial planning

The Financial Planning Education Council (FPEC) announces two winners of its FPEC University Research Grants....

Policy & Regulation

The FPA uses its FSI submission to point to need to more clearly define the risks in general and personal advice....

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....

1 week 1 day 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...

3 weeks 2 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 6 days ago