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....

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Financial planning

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

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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....

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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...

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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...

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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....

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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. ...

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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...

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People & Products

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

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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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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 1 day 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 1 day 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 2 days 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 2 weeks 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