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
With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities and the importance of a strong network.
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, thanks to this trend.
The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partnerships.
The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration.
