Financial planning organisations – what should happen?
The Financial Planning Association has confirmed the imposition of redundancies as it struggles in an environment of declining planner numbers and the Financial Adviser Standards and Ethics Authority (FASEA) regime.
On that basis, Money Management would appreciate hearing the views of readers on what should happen with respect to Australia’s major financial planning representative organisations – the FPA and the Association of Financial Advisers (AFA).
Please take a moment to complete the following brief survey, the results of which will be shared with readers.
The survey can be completed here.
Recommended for you
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group.
