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Financial planning
The code of conduct carve-out to opt-in requirements has led to questions over what happens when there is a disparity between the approach of licensees and the obligation...
Financial planning
Participants in the Financial Planning Association's shadow shopper workshops have called for better clarity from the regulator, as ASIC commissioner Peter Kell elaborate...
Financial planning
The Financial Planning Association has welcomed the announcement by Assistant Treasurer David Bradbury exempting financial planners from the taxation services regime unti...
Financial planning
Future2 seeks financial planner support in identifying organisations to benefit from grants....
Financial planning
The Financial Planning Association and Financial Planning Education Council have released for consultation a national financial planning curriculum that also calls for a ...
Editorial
In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...
Financial planning
Even if financial planners don't agree with the findings of ASIC's recent shadow shopper survey, they should consider attending upcoming workshops addressing the findings...
Policy & Regulation
The Boutique Financial Planning Principals Group has endorsed the FPA's handling of FOFA negotiations - particularly recognition of the term 'financial planner'....
Editorial
Some of the players might not approve of the way in which the FOFA bills will ultimately be shaped but, as Mike Taylor reports, a Money Management roundtable has conclude...
Editorial
If the comments section on the Money Management website is to be taken as a guide, then the Financial Planning Association continues to weather strong criticism over the ...
Financial planning
The Financial Planning Association (FPA) appears to be suffering a problem with member engagement, according to new research released by Wealth Insights....
Financial planning
The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...
Financial planning
Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....
Financial planning
The Financial Planning Association grows its social media presence amid legislative change....
Financial planning
The FPA has been granted the status of recognised tax agent association by the Tax Practitioners Board, which acknowledged the FPA's code of conduct meets its requirement...
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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...