FPA

Financial planning

The Financial Planning Association of Australia’s (FPA) Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations during its 2022 funding round....

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Financial planning

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....

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Financial planning

In its 2023-24 pre-Budget submission, the FPA has suggested two amendments which could improve the working situation for financial advisers. ...

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Financial planning

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. ...

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Financial planning

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. ...

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Financial planning

A merger between the FPA and AFA would give the industry a stronger voice to Government and consumers, according to FPA chair David Sharpe....

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People & Products

Money Management has reviewed this year’s biggest people moves throughout the industry’s numerous financial organisations....

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Financial planning

The FPA has welcomed guidance from the Australian Taxation Office on the tax deductibility of financial advice fees....

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Financial planning

The FPA and AFA have entered the second round of member consultation on the proposed merger. ...

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Financial planning

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...

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Financial planning

The FPA and AFA have begun the process to consult with members on the new name for the proposed merged organisation. ...

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Financial planning

There is debate among industry associations about the benefits of a ‘rules advisory committee’ as proposed by the Australian Law Reform Commission....

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Funds management

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...

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Financial planning

A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....

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Financial planning

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....

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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...

4 days 9 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...

4 days 10 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...

5 days 9 hours 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. ...

8 months 4 weeks 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