FPA

Financial planning

While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...

Financial planning

The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...

Financial planning

Consumer-dominated submissions reflect lack of confidence in watchdog. ...

Financial planning

FPA gives research and marketing materials to FPSB members to promote CFP designation...

Financial planning

The FPA is continuing to pursue enshrinement of the term ‘financial planner/adviser’ amid Government consideration of FOFA changes....

Financial planning

James Kenny’s passion for educating up-and-coming stars of the profession saw him take home the 2013 Financial Planner of the Year award, Kate Cowling reports. ...

Financial planning

The financial planning profession needs time to regroup before any further reform is explored, an industry body believes. ...

Editorial

Unified Financial Services principal and industry veteran Michelle Tate-Lovery has been awarded the inaugural Money Management / Super Review Mentor of the Year title. ...

Editorial

Claire Mackay has won the Pro-Bono Award in Money Management/Super Review’s inaugural Women in Financial Services Awards 2013. ...

Editorial

It was probably inevitable that within two months of gaining office and with a minimum of fuss, the Coalition Government has sought to undo some of the last legislative a...

Editorial

The Financial Planning Association has canvassed the possibility of a professional association regulating the industry alongside ASIC but, as Mike Taylor writes, many wil...

Editorial

Mike Taylor writes that as a former ASIC executive, ASFA chief executive Pauline Vamos has managed to spice up the submissions to the Senate Committee reviewing ASIC’s op...

Policy & Regulation

The financial services industry has broadly welcomed the Government’s move to abolish the proposed tax on super earnings over $100,000....

Financial planning

FPA canvasses two-way working relationship between professional bodies such as itself and ASIC....

Superannuation

There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks 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 2 days 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 3 days ago

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

2 weeks ago