FINANCIAL PLANNING ASSOCIATION

People & Products

A key industry body has launched an online tool to help planners select which fintech solutions will best grow their practices’ profitability and efficiency....

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Financial planning

The Financial Planning Association has signalled that at least one education provider it plans to be in bed with for the rollout of the FASEA reforms is the privately-run...

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Features

In a sea of reform recommendations for the banking and financial services sector, a looming election may see politicians skim across the surface on matters that deserve a...

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Financial planning

2018 was another year of growth for planners holding the Certified Financial Planner designation with a 3.3 per cent global rise in the number, according to the Financial...

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Policy & Regulation

Industry superannuation funds have welcomed the Royal Commission’s final report, but financial planning groups are concerned about the outcome for their members....

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Financial planning

The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...

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Financial planning

The Financial Planning Association has sought formal Financial Adviser Standards and Ethics Authority recognition of the Certified Financial Planner designation to lock i...

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Financial planning

A number of financial advisers have reacted angrily to the latest Financial Adviser Standards and Ethics Authority education pathways policy claiming it allows insufficie...

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Financial planning

The Financial Adviser Standards and Ethics Authority has been urged to give professional associations leadership on continuing professional development with the SMSF Asso...

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Financial planning

Deakin University Professor, Adrian Raftery, has slammed the Financial Adviser Standards and Ethics Authority for its unreasonable expectations in terms of continuing pro...

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Financial planning

With the Royal Commission questioning the role of Approved Product Lists a larger question has arisen about whether self-licensed advisers are achieving better outcomes t...

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Financial planning

The Financial Planning Association has sought to calm advisers nervous about FASEA’s reforms at its Professionals Congress this morning, promising that “we will help you ...

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Financial planning

The Financial Adviser Standards and Ethics Authority has confirmed that the final exam introduced as part of its education reforms would be one exam for all advisers rega...

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Financial planning

Planners should expect FASEA’s final standards by Christmas, with the Authority’s chief executive, Stephen Glenfield, today saying that his intention was to have them fin...

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Financial planning

The chief executive of the Financial Adviser Standards and Ethics Authority, Stephen Glenfield, today sought to reassure planners that the Authority had taken account of ...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 18 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

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Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

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A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

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Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

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