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Features
The industry watchdog has been forced to step in and mandate changes to disability income insurance in a move designed to protect consumers, writes Nina Hendy. ...
Financial planning
The Financial Planning Association of Australia would like the next Parliament to prioritise the CSLR, education requirements, ASIC’s funding model, ‘finfluencers’ regula...
Financial planning
The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for accountants, and what exists today, ...
People & Products
David Sharpe will become chair of the Financial Planning Association of Australia, taking over from Marisa Broome who has been chair for over three years....
Financial planning
The Financial Planning Association of Australia has welcomed the Australian Securities and Investments Commission’s clamping down on the use of finfluencers....
Financial planning
The lack of major changes for financial planners are a “reasonably positive” development, according to the Financial Planning Association of Australia, while technology m...
Financial planning
The Government has been accused of ‘cherry-picking’ issues for the Quality of Advice Review following the publication of its terms of reference while financial advisers ...
Financial planning
The Financial Planning Association of Australia has welcomed the announcement by the Australian Financial Complaints Authority about proposed changes to its funding model...
Financial planning
Financial planning remains a male-dominated industry and women are held back by fear from making job moves to senior appointments....
Features
The latest proposal suggested by the financial advice industry is to move to one focused on principle-based legislation and for changes to the Corporations Act, writes La...
Financial planning
A merger between Association of Financial Advisers and Financial Planning Association of Australia is “not off the table” but will be driven by their members’ demands....
Financial planning
Renaming ‘general advice’ and revising the test for a sophisticated investors are among changes proposed by the Financial Planning Association of Australia to ease the bu...
Financial planning
Following months of discussion and consultation, Treasury has released its final report into the Retirement Income Covenant, stating it is confident superannuation truste...
Accounting
Having completed their educational qualifications, those advisers who remain in the industry are reporting being “run off their feet” with new clients....
Financial planning
There needs to be mechanisms in place to encourage Australians to understand investment risks they are taking and to consider other forms of protection, industry associat...
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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...