MARISA BROOME

Financial planning

A merger between the FPA and AFA would be a “fundamental shift” for the financial advice industry, according to FPA chair David Sharpe, as voting opens for members....

Financial planning

Prescriptive Professional Year requirements are hampering the advice industry in a time of declining adviser numbers, say two industry associations....

Financial planning

A merger between Association of Financial Advisers and Financial Planning Association of Australia is “not off the table” but will be driven by their members’ demands....

Financial planning

Parameters need to be in place with the proposed experience pathway to prevent young advisers with minimal qualifications from being eligible for the exemption, according...

Financial planning

It is the professional year that is the biggest hurdle for new entrants rather than exams but things are likely to improve in 2022 when it is clear how many existing advi...

Financial planning

Advisers say they are seeing a light at the end of the tunnel for the first time in a while after a challenging period of regulatory change....

Financial planning

Most Financial Planning Association student members coming through are women, who are likely to reshape industry demographics as existing advisers leave the industry. ...

Financial planning

The industry’s two main industry bodies have continued their unified response navigating the difficult landscape advisers are facing, yesterday meeting together with Sena...

People & Products

The Financial Planning Association of Australia has appointed Dale Boucher as new chair of conduct review commission....

People & Products

Financial Planning Association board director Marisa Broome will take over as chair from Neil Kendall when his term ends on 21 November, this year....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

3 days 16 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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