FINANCIAL PLANNING ASSOCIATION

Financial planning

With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...

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Editorial

Much attention has been directed towards the manner in which a Parliamentary Joint Committee will handle the Government's Future of Financial Advice legislation but, as M...

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Financial planning

Financial planning executive Neil Younger will make a move to ANZ Wealth next month to head up practice-based financial planning, the banking group has announced....

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Financial planning

The fallout from a variety of managed investment schemes (MISs) that collapsed following the onset of the global financial crisis continues to play out through the Financ...

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Policy & Regulation

Financial planners have renewed their lobbying efforts on FOFA - but the key independents are playing their cards very close to the chests....

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Financial planning

Financial advisers have reacted angrily to continuing attacks on the industry by compensation lawyers who blame financial planners for negative market performance and enc...

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Editorial

Something became very clear when Money Management recently conducted a roundtable focusing on the Future of Financial Advice (FOFA) legislation tabled in the Parliament e...

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Policy & Regulation

The financial planning industry needs to remove all perceived conflicts of interest before it can be seen as a trusted profession, according to chartered accountant and f...

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Financial planning

ISN chief executive David Whiteley declines to tell the AFA conference what industry fund advertising is actually costing....

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Policy & Regulation

A Money Management roundtable reveals consensus around rising cost of FOFA and the influence of Industry Super Network....

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Editorial

The industry superannuation funds advertising campaign reached such a level in September and early October that it prompted the Financial Planning Association (FPA) and t...

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Financial planning

Market volatility is changing the way financial advisers structure their clients' retirement income and the advice they are offering around it. Benjamin Levy reports on t...

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Policy & Regulation

The Financial Planning Association has accused the Federal Government of making further amendments to the draft Future of Financial Advice (FOFA) legislation without cond...

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Policy & Regulation

The Financial Ombudsman Service (FOS) has played down concerns it will have little legal guidance once the Future of Financial Advice 'best interests' duties become law....

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Financial planning

Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...

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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 3 weeks ago

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

5 days 16 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 3 days ago

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

2 weeks 1 day ago