POWERED BY MOMENTUM MEDIA
DANTE DE GORI
Financial planning
The Financial Planning Association has sought to make very sure that advisers do not get negatively roped into the current debate around stamping fee exemptions....
Financial planning
Financial Planning Association of Australia members will be able to volunteer their time to help financial rebuild Australians impacted by bushfires....
Financial planning
The Financial Planning Association has created a guide to help planners digitally evolve their statements of advice....
Financial planning
In the aftermath of the Australian Financial Complaints Authority outlining its approach to the Financial Adviser Standards and Ethics Authority code of ethics, questions...
Financial planning
Consumers prefer engaging statements of advice such as videos, infographics, and quizzes rather than traditional paper-based SOAs, according to the Financial Planning Ass...
Financial planning
The Financial Planning Association is canvassing what the industry might look like over the next half-decade including whether a new licensing regime may evolve....
Financial planning
The Financial Planning Association has launched FPA Community, for the 14,000 membership to connect online....
Financial planning
The Financial Planning Association is touting the presence of Financial Adviser Standards and Ethics Authority chief executive, Stephen Glenfield, at its annual congress ...
Features
Mike Taylor writes that 2019 proved challenging for the financial advice industry not least because of the Royal Commission and the Government’s determination to impleme...
Financial planning
Questions are being asked about why the board of the Financial Adviser Standards and Ethics Authority has avoided direct engagement with key industry groups for more than...
Financial planning
The Financial Planning Association has pulled off the gloves to accuse the Financial Adviser Standards and Ethics Authority of having failed to deliver on its mandate....
Policy & Regulation
The Financial Adviser Standards and Ethics Authority needs to take greater responsibility for implementation of the Code of Ethics....
Features
Advisers might not be looking forward to fulfilling the Financial Adviser Standards and Ethics Authority education requirements, but just like financial planning itself, ...
Financial planning
The Code Monitoring Authority established by the major financial planning associations will be ready to roll if, and when, it gains sign-off from the Australian Securitie...
Financial planning
Supply, demand and costs of advice, as well as the disruption of digital advice technology were the key topics discussed for the future of advice at the Financial Service...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...