FPA

Financial planning

There is a divide between pre-retirees and retirees when it comes to the types of barriers stopping them from seeking advice, according to FPA research....

Financial planning

Advised Australians are more likely to feel financially secure and satisfied with their current level of wealth, according to FPA’s inaugural Value of Advice study....

Financial planning

This week marks the annual Financial Planning Week, a collaboration between global financial planning organisations and a chance for advisers to highlight the benefits of...

Financial planning

There is a risk that the Quality of Advice Review proposals will solve one problem but create alternative ones regarding avoidance behaviour, according to the Financial P...

People & Products

Association of Financial Advisers members will have the opportunity to share their views on the proposed merger with Financial Planning Association of Australia in a seri...

Editorial

The proposed merger of the FPA and AFA is a step forward – not just for the profession, but for all those yet to benefit from financial advice....

People & Products

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

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...

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....

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 ...

Financial planning

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

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...

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...

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...

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 ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 16 hours ago