financial planning association

FINANCIAL PLANNING ASSOCIATION

Financial planning

Midwinter Financial Services has launched a new product - AdviserTECH CPD - which it describes as "a simple, practical online CPD education and compliance solution for fi...

Superannuation

Annuities and contributions caps pushed at Superannuation Roundtable

While Challenger has sought to put annuities on the agenda for the first Superannuation Roundtable meeting, the FPA is pushing its own line on concessional contributions ...

Policy & Regulation

FOFA scaring away potential financial planners, says FSC

Regulatory uncertainty is causing the financial planning industry to contract and dissuading young graduates from taking up the profession, according to FSC chief John Br...

Editorial

FOFA's missing pieces

Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....

Editorial

Financial services loses its appetite for recruitment

The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...

Policy & Regulation

Government placed on notice to answer FOFA questions

The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....

Editorial

Is FOFA an unbridgeable divide?

Mike Taylor reports that the likelihood of a bipartisan report and meaningful amendments emerging from the Parliamentary Joint Committee reviewing the FOFA bills is becom...

Financial planning

ASIC warned to stay independent

ASIC has been placed on notice to adopt a more independent stance in the wake of the regulator having presented a Parliamentary Joint Committee (PJC) with preliminary dat...

Financial planning

ASIC warned to stay independent

ASIC has been placed on notice to adopt a more independent stance in the wake of the regulator having presented a Parliamentary Joint Committee (PJC) with preliminary dat...

Financial planning

Financial planners get voice at superannuation roundtable

The Government has ensured financial planners will have a voice at its latest superannuation roundtable....

Financial planning

Mathias Cormann critical of ASIC on shadow shop data

ASIC's use of preliminary financial planning shadow shopping data during PJC evidence earns Coalition rebuke....

Financial planning

Mathias Cormann critical of ASIC on shadow shop data

ASIC's use of preliminary financial planning shadow shopping data during PJC evidence earns Coalition rebuke....

Financial planning

'Phoenixing Bill' too tame on financial planners?

While industry bodies support the Government's proposed regulatory amendments to accelerate the wind-up of so-called 'phoenix' companies and claim the issue is not a majo...

Financial planning

Intra-fund changes fall short of level playing field

Changes to the delivery of intra-fund financial advice preclude recommendations to consolidate superannuation accounts or move from one fund to another, but still fall sh...

Editorial

Financial planners take the brunt of a tough year

As 2011 draws to a close, it is worth reflecting upon what a challenging year it has been for Australian financial services generally and financial planners in particular...