FPA

Financial planning

Advisers are being “left in limbo” by the lack of confirmation of the experience pathway with FPA chief executive, Sarah Abood, expecting to see certain constraints added...

image
Financial planning

The Financial Planning Association of Australia is “very, very hopeful” that it will be able to achieve success in the Quality of Advice review by making a joint submissi...

image
Policy & Regulation

Organisations have welcomed the Albanese Labor government and the appointment of Stephen Jones as minister for financial services with hopes for a focus on education and ...

image
Financial planning

Templeton (Aust) Financial Services is aiming to start a new program in schools to help students engage with their finances and encourage them to consider financial plann...

image
Features

New legislation that aims to improve the living standards of millions of Australians in retirement falls squarely onto the shoulders of wealth advisers and trustees, writ...

image
Financial planning

In an exclusive interview, David Sharpe, believes advisers should be able to use their judgement to give simple advice without fear of regulatory backlash if the advice g...

image
Financial planning

Organisations have welcomed the election of Anthony Albanese as the next Prime Minister with the hope he will provide greater certainty for advisers after legislative cha...

image
Features

Alexandra Cain writes that the outcome of the Federal election could have an effect on funding of the Compensation Scheme of Last Resort....

image
People & Products

Former chief executive of the Financial Planning Association of Australia, Dante De Gori, has taken up a new position. ...

image
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. ...

image
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...

image
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, ...

image
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....

image
Financial planning

The Financial Planning Association of Australia has welcomed the Australian Securities and Investments Commission’s clamping down on the use of finfluencers....

image
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...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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...

1 week 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...

1 week 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 1 day 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 2 weeks ago