FPA

People & Products

The industry has paid tributes to Queen Elizabeth II who died after 70 years as monarch....

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Financial planning

Following member consultation, the Financial Planning Association of Australia has removed 20,000 from its code of conduct and moved to a principles-based Professional Co...

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Policy & Regulation

Organisations have welcomed the introduction of legislation for the Compensation Scheme of Last Resort but raised questions why managed investment schemes were excluded....

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Financial planning

The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) are planning to merge, with the aim of creating “a united voice for ...

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Financial planning

The Financial Planning Association of Australia (FPA) has announced a new series of events and activities for Certified Financial Planner (CFP) professionals....

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Financial planning

The latest data on financial advice complaints, which shows a fall of over 50% in the past year, indicates the improved quality of financial advice, according to the Fina...

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Funds management

Regulation of crypto assets should be consistent with non-crypto versions, according to the Financial Planning Association of Australia, in order to protect consumers fro...

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Financial planning

Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet...

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Financial planning

Adding personal advice to Centrelink’s bulk billing framework is among recommendations put to the Quality of Advice Review by a founding member of the Financial Planning ...

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Financial planning

With Statements of Advice often cited as one of advisers’ biggest challenges to delivering affordable advice, the Financial Planning Association of Australia has released...

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Financial planning

Kaplan Professional has announced a second round of its Women in Finance scholarships, offering 10 scholarships funded by the Financial Planning Association of Australia....

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Financial planning

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...

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Financial planning

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

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Financial planning

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...

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Financial planning

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...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 13 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 14 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago