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Financial planning
<br> <strong>1. Differentiate yourself by becoming a CFP<sup>®</sup> professional</strong><br><br> The CFP certification program enhances your personal brand as a profess...
Financial planning
ASIC will soon hold discussions with the financial planning industry about the potential for setting up a self-regulatory organisation which would develop and administer ...
Accounting
The new limited licensing regime for accountants has received widespread support from the financial services industry....
Financial planning
FPA chairman Matthew Rowe accuses some sections of the trade media of "clear bias" against Financial Planning Association members....
Financial planning
The chairman of the Financial Planning Association, Matthew Rowe, recently sent an email to all members of the FPA accusing certain sections of the trade media of "select...
Policy & Regulation
The Government’s Future of Financial Advice (FOFA) legislation passed through the Senate yesterday, but there seems to be some confusion over whether the terms 'financial...
Editorial
Mike Taylor writes that the Federal Opposition has signalled some of the so-called ‘concessions’ extracted around the passage of the FOFA bills may not have a life beyond...
Policy & Regulation
The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...
Financial planning
ASIC has confirmed it has increased its efforts to better understand the inner workings of the financial planning industry by recruiting from within the sector....
Financial planning
The Financial Planning Association has emphasised the positives, such as a recent boost to member satisfaction, in a member update from chief executive Mark Rantall....
Editorial
With the FOFA, Stronger Super and MySuper reforms finally taking shape, the financial services industry has a clearer picture of what the future holds, writes Chris Kenne...
Financial planning
AMPFS boss says the Financial Planning Association's control of CFP designation hands it an advantage....
Financial planning
Adherence to the FPA's code of conduct should not be difficult and would prevent any financial adviser being penalised by FOS, the Ombudsman has confirmed....
Editorial
As ASIC moves to translate the FOFA Acts into a new regulatory environment, there appears every chance that opt-in obligations may need to become an integral part of indu...
Financial planning
Minister for Financial Services Bill Shorten canvasses SMSF compensation levy while fingering some financial advisers on Trio Capital collapse....
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Podcast
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...