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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
Financial advice firms are 300x more likely to be victims of a cyber attack and should not be complacent, even if they are a small firm, as they are sitting on valuable d...
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
Advisers are likely to look towards self-registration with the regulator rather than a licensee model in the future, but self-licensing is not without its pitfalls, accor...
Financial planning
The Association of Financial Advisers says it has received positive signs from the minister for financial services, Stephen Jones, that he is very willing to help fix the...
Financial planning
Financial advisers must consider long-term interests and future circumstances when determining the scope of the advice that is going to be offered and should therefore be...
Financial planning
The financial advice profession needs more certainty on how the Australian Financial Complaints Authority will judge a complaint, says the Association of Financial Planne...
Financial planning
The Association of Financial Advisers (AFA) has published its Quality of Advice submission, putting forward several recommendations including the provision of a three-yea...
Financial planning
The Financial Planning Association of Australia is “very, very hopeful” that it will be able to achieve success in the Quality of Advice review by making a joint submissi...
Financial planning
Compassion should be given to those advisers who have not yet passed the financial adviser exam, according to the AFA’s Phil Anderson, rather than condemnation....
Financial planning
The number of financial advisers could fall to 14,000 in the next couple of years, according to AFA President Sam Perera, but the Quality of Advice review could mean impr...
Financial planning
Being flexible and understanding female staff within an advisory firm can translate into a better relationship with female clients....
Financial planning
The Association of Financial Advisers has outlined the key levers it will be targeting to reduce regulatory uncertainty in its submission to the Quality of Advice Review....
Features
The industry watchdog has been forced to step in and mandate changes to disability income insurance in a move designed to protect consumers, writes Nina Hendy. ...
Financial planning
The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for accountants, and what exists today, ...
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....