FINANCIAL PLANNING ASSOCIATION

Features

The examples of failed managed investment schemes have reopened the question around the Government’s proposed model for a Compensation Scheme of Last Resort, writes Oksan...

image
Financial planning

Bringing in younger advisers while providing support for the licensees with the Professional Year requirements should be industry priorities or it could cease to exist in...

image
Financial planning

Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...

image
Financial planning

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

image
Financial planning

The Financial Planning Association has challenged the sense and workability of the Australian Securities and Investments Commission’s proposals around time-limited supera...

image
People & Products

The Financial Planning Association (FPA) has launched a diagnostic tool to help practices assess and understand how they are positioned for the future....

image
People & Products

Phil Creswell has been appointed head of professional standards by Count Financial....

image
Features

The Retirement Income Review has been welcomed by many in the industry, but Chris Dastoor writes, it is still uncertain what it will mean for the industry in the long-ter...

image
Financial planning

A University of Canberra historical Graduate Diploma, two new RMIT degrees, and recognised prior learning from the FPA and CPA has been approved by FASEA. ...

image
Financial planning

It was well known that a consortium led by the FPA and AFA was seeking authorisation of as a code monitoring body but the Australian Securities and Investments Commission...

image
Financial planning

The Tax Practitioners Board needs to explicitly acknowledge the sufficiency of the Financial Adviser Standards and Ethics Authority CPD regime, according to the FPA....

image
Financial planning

Financial advisers are struggling to cope with the increased burden of the economic crisis from the COVID-19 pandemic....

image
Financial planning

The Financial Planning Association wants the Government to commission the Australian Securities and Investments Commission to monitor the escalating costs of practicing a...

image
Financial planning

The Federal Government is being confronted by an increasingly united front on the need to retain the deductibility of advice fees from MySuper products....

image
Financial planning

The Financial Planning Association wants managers of advice licensees subjected to the same reference-checking protocols as advisers in circumstances where it says it has...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 3 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 3 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week 1 day ago