FINANCIAL PLANNING ASSOCIATION

Financial planning

Ascending to the summit of an organisation is an achievement people usually rank as a life long ambition but Corinna Dieters’ decision to stand for election as chair of t...

Financial planning

Client segmentation is now common practice in many financial planning businesses, but according to ThreeSixty Business Development and Consulting specialist consultant Da...

Financial planning

AXA and MLC, two of Australia’s largest dealer groups, have made changes to their adviser remuneration policies following the release of the draft of the FPA’s Principles...

Financial planning

Abstract Long...

Financial planning

Rising investor interest and media hype surrounding equity release products, exacerbated by the recent collapse of a company spruiked by swimming legend Dawn Fraser, have...

Financial planning

It probably didn’t come as a surprise to anyone in financial services that Richard Branson, one of the world’s most famous and media savvy entrepreneurs, saw yet another ...

Financial planning

The unprecedented influence that the Financial Planning Association’s (FPA’s) chief executive Kerrie Kelly has had over the financial planning profession in the last 12 m...

Financial planning

Creating another four example statements of advice, including one with a “real fair dinkum super switch”, will be among the corporate regulator’s chief tasks in the year ...

Financial planning

Industry superannuation funds figurehead Gary Weaven has used superannuation fund performance data to take a swipe at the FPA’s recently launched Value of Advice Campaign...

Financial planning

Federal Government moves to cut the compliance burden on the financial planning industry could backfire, creating more questions than answers for advisers....

Financial planning

The star of the FPA’s three new 30 second television commercials is a middle aged man with a mullet, in a bad jumper who goes by the name Dazza....

Financial planning

An undergraduate degree covering accounting, taxation and financial advising will be offered by the University of Western Sydney from next year, adding an entry point to ...

Life/Risk

Could compulsory life insurance be the answer to the chronic level of underinsurance in Australia? Ross Kelly reports....

Financial planning

There are some members of the financial services industry whose influence transcends any particular year. They are, and always will be, some of the industry’s most influe...

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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....

1 week 1 day 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 6 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 4 days ago