THE FINANCIAL PLANNING ASSOCIATION

Financial planning

The Financial Adviser Standards and Ethics Authority has extended recognition of the course value of the Financial Planning Association’s Certified Financial Planner desi...

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Financial planning

The Financial Planning Association has warned the Australian Securities and Investments Commission to be mindful of how product manufacturers may seek to recoup costs whe...

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Policy & Regulation

The Financial Planning Association has urged the Federal Government to go further in ensuring that people are not inadvertently disadvantaged by lifting the Age Pension a...

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Financial planning

The Government has imposed the administrative burden of redistributing grandfathered remuneration on product issuers rather than onto financial advisers or licensees....

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Financial planning

US media reports have questioned the conduct of the board which runs the Certified Financial Planner designation over its alleged failure to detail the criminal and regul...

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Financial planning

The Financial Planning Association has launched a new CPD platform aimed at aggregating FPA, Financial Adviser Standards and Ethics Authority-accredited options....

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Life/Risk

The Financial Planning Association has given its backing to the standardisation of terms and definitions with respect to insurance with MySuper products but has caused ag...

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Life/Risk

The financial planning industry’s two major member associations have confirmed that they will be taking a joint approach to the regulator’s life insurance review, with re...

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Financial planning

The international financial advice community has for the first time benchmarked how financial advisers come to know their clients....

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Financial planning

The Financial Planning Association has bluntly told the Accounting Professional and Ethical Standards Board that the accounting fee for service model is not transferable ...

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MARKET INSIGHTS

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

3 weeks 4 days ago

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

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 5 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 9 hours ago