The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....
In its 2023-24 pre-Budget submission, the FPA has suggested two amendments which could improve the working situation for financial advisers. ...
Phil Anderson, CEO of the AFA, has revealed more details about the proposed merger with FPA, including the proposed completion date if the vote passes. ...
The FPA believes any fresh surge in demand for advice created by making it tax deductible will need to be met by new practices, rather than experienced planners. ...
A merger between the FPA and AFA would give the industry a stronger voice to Government and consumers, according to FPA chair David Sharpe....
Money Management has reviewed this year’s biggest people moves throughout the industry’s numerous financial organisations....
The FPA has welcomed guidance from the Australian Taxation Office on the tax deductibility of financial advice fees....
The FPA and AFA have entered the second round of member consultation on the proposed merger. ...
There has never been a better time to pursue a career in advice as consumer demand is rising, according to 2022 FPA University Student of the Year winner, Matthew Kanizay...
The FPA and AFA have begun the process to consult with members on the new name for the proposed merged organisation. ...
There is debate among industry associations about the benefits of a ‘rules advisory committee’ as proposed by the Australian Law Reform Commission....
While firms are putting cybersecurity measures in place, there is still a risk a breach could occur if they fail to train staff in the new systems and processes and ensur...
A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....
Michelle Levy is expecting to see a rise in digital tools as she believes it is unnecessary for all advice to be provided to consumers by a financial adviser....
The Financial Planning Association of Australia has rejected proposals to ban commissions as it believes it could leave consumers chronically underinsured and dependant o...
this took 5 years?...
When will anyone wake up to the fact that we are going around in circles. Fact is that 95% of encyclopedia size SOA's ar...
Could not agree more with this article. These new products that have a level of lifetime income built into them with ma...