FINANCIAL PLANNING ASSOCIATION

Editorial

The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains....

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Financial planning

The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....

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Financial planning

The Financial Planning Association has launched a new consumer website called FPA Difference as part of Financial Planning Week, which ends this coming Sunday....

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Financial planning

Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....

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Financial planning

Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....

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Editorial

Mike Taylor writes that when FSC chief executive John Brogden announced the framework of new claw-back provisions around the sale of life policies, he reignited a debate ...

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Life/Risk

Synchron has slammed the FSC's new life insurance churn policy as "disgraceful"....

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Financial planning

Both the AFA and FPA have questioned the three-year clawback period outlined in the FSC's new life insurance sales policy. ...

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Life/Risk

Financial Services Council chief executive John Brogden has announced a new life insurance sales policy revolving around the clawback of commissions if a policy lapses in...

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Financial planning

ASIC said it is currently unable to provide clarity on some key licensee concerns....

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Editorial

Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...

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Policy & Regulation

Some question the background of key ASIC personnel handling FOFA regulatory development....

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Financial planning

The Financial Planning Association has reminded planners that there is one week left to enrol in the current semester's CFP intake, adding that enrolment numbers continue...

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Financial planning

Matthew Rowe will stay on as chairman of the Financial Planning Association board for another two-year term until November 2014....

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Financial planning

<br> <strong>1. Differentiate yourself by becoming a CFP<sup>®</sup> professional</strong><br><br> The CFP certification program enhances your personal brand as a profess...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 days 11 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 6 days ago