FPA

Financial planning

The Financial Planning Association’s (FPA) professional indemnity (PI) taskforce has been criticised by one of its own members as stagnating on securing an association-wi...

Financial planning

The Association of Independently Owned Financial Planners (AIOFP) has negotiated a deal with insurance group AIG to offer its members significantly discounted professiona...

Financial planning

Financial advisers are facing a potential capital gains tax (CGT) hit in transitioning to the new Financial Services Reform (FSR) regime that has the potential to cost th...

Financial planning

The representative body of advisers in AXA dealer groups, the Authorised Representatives Association (ARA), has backed down on threats to withdraw from the peak industry ...

Financial planning

The Federal Government has accused the Australian Labor Party of pilfering its superannuation policies, following yesterday’s announcement by the Opposition of the first ...

Financial planning

As Nick Bruining’s career on the Financial Planning Association (FPA) board draws to a close, he reveals its deepest, darkest secrets…...

Financial planning

Where would you find more CFPs: at a large dealer group or a boutique? Lucie Beaman has the answer....

Financial planning

The final draft of a set of international standards for financial planning should be ready for comment next March....

Financial planning

The Australian Stock Exchange (ASX) has moved to shore up what it perceives as a gap in knowledge standards available for financial planners who provide advice on listed ...

Financial planning

An ageing Australia will provide financial planners with greater opportunities. Julie Bennett reports....

Financial planning

If you’ve always wanted to throw in your 10 cents worth on where you feel the industry has gone wrong – here is your opportunity. Julie Bennett reports....

Financial planning

While most financial planners probably understand the essentials of handling the accumulation phase of self-managed superannuation funds (SMSF), they will need to know a ...

Financial planning

The ongoing legacy of the HIH Insurance collapse in Australia is the cost and availability of professional indemnity insurance. Mike Taylor reports....

Financial planning

The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...

Financial planning

The combination of industry associations lobbying Government over the issue of amending elements of the Financial Services Reform Act (FSRA) have now formally presented t...

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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 17 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