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FINANCIAL PLANNING ASSOCIATION
Financial planning
Adherence to the FPA's code of conduct should not be difficult and would prevent any financial adviser being penalised by FOS, the Ombudsman has confirmed....
Editorial
As ASIC moves to translate the FOFA Acts into a new regulatory environment, there appears every chance that opt-in obligations may need to become an integral part of indu...
Financial planning
Minister for Financial Services Bill Shorten canvasses SMSF compensation levy while fingering some financial advisers on Trio Capital collapse....
Financial planning
The code of conduct carve-out to opt-in requirements has led to questions over what happens when there is a disparity between the approach of licensees and the obligation...
Financial planning
The ACCC has issued a decision which may have implications for organisations in the financial planning industry....
Financial planning
Although financial planners are often told it is cheaper to be the authorised representative of a major licensee, that is not necessarily the case, according to Pathway L...
Funds management
The founder of Count Financial, Barry Lambert, has been awarded Money Management’s Lifetime Achievement Award for 2012....
Financial planning
An increase in ASIC funding to aid the implementation of the FOFA reforms will be partly paid for by an increase in fees charged to AFSL holders....
Financial planning
The Federal Budget has won little applause and much criticism from the financial services industry....
Financial planning
Financial planners have welcomed St John report recommendations suggesting product issuers accept greater responsibility. ...
Financial planning
As the Financial Planning Association's 'Beyond the Shadow Shopper' workshops made their way to Sydney this week, the discussion turned to the need for proper record-keep...
Policy & Regulation
The financial advice industry's FOFA lobbying effort has highlighted the need for a united voice, according to a panel of experts....
Financial planning
Participants in the Financial Planning Association's shadow shopper workshops have called for better clarity from the regulator, as ASIC commissioner Peter Kell elaborate...
Financial planning
The Financial Planning Association has welcomed the announcement by Assistant Treasurer David Bradbury exempting financial planners from the taxation services regime unti...
Superannuation
Superannuation is usually the biggest talking point for most advisers during tax season. Concessional contribution caps will certainly be top of mind this year given the ...
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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...