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Financial planning

With Statements of Advice often cited as one of advisers’ biggest challenges to delivering affordable advice, the Financial Planning Association of Australia has released...

Financial planning

Kaplan Professional has announced a second round of its Women in Finance scholarships, offering 10 scholarships funded by the Financial Planning Association of Australia....

Financial planning

In a bid to achieve a cheaper professional indemnity insurance, some licensees are opting for policies with high deductibles which may leave them unable to compensate con...

Financial planning

Five issues have been highlighted by the financial advice organisations as priorities for the Quality of Advice Review to improve....

Financial planning

All financial advice should be tax-deductible to improve the advice gap, according to the Financial Planning Association of Australia’s submission to the Quality of Advic...

Financial planning

The Australian financial advice industry needs to demonstrate to overseas insurers that it has improved as firms are expressing concern about insuring advisers or large d...

Financial planning

Advisers are being “left in limbo” by the lack of confirmation of the experience pathway with FPA chief executive, Sarah Abood, expecting to see certain constraints added...

Financial planning

The Financial Planning Association of Australia is “very, very hopeful” that it will be able to achieve success in the Quality of Advice review by making a joint submissi...

Policy & Regulation

Organisations have welcomed the Albanese Labor government and the appointment of Stephen Jones as minister for financial services with hopes for a focus on education and ...

Financial planning

Templeton (Aust) Financial Services is aiming to start a new program in schools to help students engage with their finances and encourage them to consider financial plann...

Features

New legislation that aims to improve the living standards of millions of Australians in retirement falls squarely onto the shoulders of wealth advisers and trustees, writ...

Financial planning

In an exclusive interview, David Sharpe, believes advisers should be able to use their judgement to give simple advice without fear of regulatory backlash if the advice g...

Financial planning

Organisations have welcomed the election of Anthony Albanese as the next Prime Minister with the hope he will provide greater certainty for advisers after legislative cha...

Features

Alexandra Cain writes that the outcome of the Federal election could have an effect on funding of the Compensation Scheme of Last Resort....

People & Products

Former chief executive of the Financial Planning Association of Australia, Dante De Gori, has taken up a new position. ...

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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’...

6 days 12 hours 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 2 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 2 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 4 days ago