FPA

Financial planning

FPA releases video Statement of Advice toolkit

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 offers second Women in Finance scholarships

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

Consumers at risk as licensees opt for cheaper PI

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

The five priorities of the Quality of Advice Review

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

Financial planning

FPA calls for update to tax status of advice fees

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

Overseas insurers hesitant to insure Aussie financial advisers

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

What will be the outcome of the experience pathway?

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

FPA pins hope on collaborative action

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

Albanese government sworn in

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

Advice firm engages students with 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

Trustees set to work maximising retirement incomes

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

FPA chair calls out need for simple advice

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

Hope for certainty with Albo win

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...