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FINANCIAL PLANNING ASSOCIATION
Financial planning
The FPA has rebutted “rhetoric and scare-mongering” about best interests and consumer protection. ...
Editorial
With research showing that Statements of Advice remain almost impenetrable documents for consumers, Bruce Keenan argues it could be time for a change. ...
Financial planning
The Institute of Public Accountants has joined the ranks of those calling for advice to be made tax deductible....
Editorial
As the financial planning industry moves into 2014 it does so in the knowledge that the Abbott Government has delivered on its undertakings to address what it regarded as...
Financial planning
Milana Pokrajac looks at some of the challenges and opportunities financial planners can expect over the next 12 months. ...
Editorial
While there are many loose ends associated with the Future of Financial Advice regime, Mike Taylor writes that the Government should avoid allowing its Financial Systems ...
Editorial
Grandfathering – specifically the transition of pre-existing commission-based advice fees into the new FOFA arrangements – was an industry football that kept getting kick...
Editorial
Throughout 2013, ASIC executives repeatedly used AAA Financial Intelligence as an example of how not to run a financial planning dealer group....
Editorial
The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....
Editorial
The Abbott Government has provided David Murray with plenty of scope to go deep when he leads the forthcoming Financial Systems Review, writes Mike Taylor....
Editorial
The financial services industry has spent much of the past six years dealing with legislative and regulatory change and, as Mike Taylor writes, the forthcoming Financial ...
Policy & Regulation
Federal Government set to deliver pre-election promises with raft of proposed FOFA amendments including grandfathering and opt-in changes....
Financial planning
While the financial advice industry remains subject to much surveillance and scrutiny, the regulators are 10 years behind in bringing mortgage brokers to task, some claim...
Financial planning
The Financial Planning Association (FPA) will push for more realistic standards and reforms under the Tax Advisers Services Act (TASA) in the new year, including tax-dedu...
Financial planning
FPA gives research and marketing materials to FPSB members to promote CFP designation...
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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...