FINANCIAL PLANNING ASSOCIATION

Financial planning

The administrative side of the move to fee-for-service is now the easy part of the puzzle as more administrative service providers evolve to meet demand. ...

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Financial planning

The Australian financial planning industry is leading the world in education standards, according to Financial Planning Standards Board (FPSB) chief executive Noel Maye....

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Editorial

A change in the Financial Planning Association's leadership may be for the better, writes Mike Taylor....

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Editorial

Financial Services is fraught with conflicts of interest, says Robert Keavney. But the regulatory focus on these problems means that financial planning has a bright futur...

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Financial planning

The Financial Planning Association (FPA) has officially launched its anonymous reporting facility, FPA Confidential....

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Financial planning

The Association of Independently Owned Financial Planners' status as an industry association is being questioned as it moves to revive an investment administration servic...

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Financial planning

The Financial Planning Standards Board's (FPSB's) goal is to promote higher standards so financial planning is recognised as a distinct profession similar to accounting, ...

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Editorial

Ray Griffin takes a look at the fee-for-service debate and explains why this model will benefit clients and financial advisers alike....

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Financial planning

The Financial Planning Association's (FPA’s) Job Board attracted over 1,500 visitors in one week, demonstrating the need for such a portal, said FPA chief executive Jo-An...

Financial planning

Independent financial planning practices concerned about moving away from a commission-based fee structure should speak to clients individually to work out a case-by-case...

Financial planning

A poll conducted by Money Management has revealed strong support for stricter penalties being imposed against recalcitrant advisers....

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Financial planning

The principals and directors of financial planning practices will need to ensure they, their planners and their employees have appropriately nominated the superannuation ...

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Financial planning

The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....

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Financial planning

The lack of professionals specialising in estate planning in Australia will cause a huge problem for the financial planning industry as their wealthier baby boomer client...

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Financial planning

Recent action in the NSW Supreme Court over the status of Adviser Service Fees when authorised representatives change licensees appears to have raised more questions than...

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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 3 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....

6 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 4 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 2 days ago