FINANCIAL PLANNING ASSOCIATION

Financial planning

ASIC has vehemently denied being swayed by lobbying groups to suspend its adviser competency push. ...

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Editorial

The Australian Labor Party has now made it clear that FOFA is a totem policy issue and that it will not be relenting in resisting any Government changes. ...

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Superannuation

Advisers may need to rethink their approach to aged care advice. ...

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Financial planning

Job growth for financial planners has been on a flat trajectory since the GFC, which should prompt opportunists to pivot into future boom areas like healthcare and succes...

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Life/Risk

The Minister for Finance and Acting Asistant Treasurer, Senator Mathias Cormann will address a Money Management breakfast traversing key issues....

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Financial planning

The failure to ask open-ended questions or listen to the goals and feedback of clients are among the most frequent errors that cost planners clients, according to advice ...

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Financial planning

Managed account specialists warn that grandfathering needs to be viewed as a diminishing resource....

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Policy & Regulation

The FPA has denounced efforts in the Senate to disallow amendments to FOFA predicting changes will automatically place advisers in breach of the law....

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Policy & Regulation

The Federal Opposition will push to disallow the FOFA amendments in the Senate after Labor Senator Sam Dastyari stated it had secured the numbers to win a vote on the mat...

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Financial planning

It's been an issue that's ruffled feathers across the industry, but is scaled advice finally gaining traction in the planning world? Kate Cowling investigates. ...

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Financial planning

The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....

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Financial planning

The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...

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Financial planning

The FPA has named Neil Kendall as its new chair, along with making changes to its board....

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Financial planning

Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....

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Financial planning

Politicians tasked with raising education and professional standards in the financial advice sector are being urged by the FPA. to “look beyond the noise” of vested inter...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks ago