POWERED BY MOMENTUM MEDIA
FPA
Financial planning
The Adelaide-based accounting and wealth advisory firm has expanded its private wealth division with the acquisition of Wortherspoon Wealth....
Financial planning
There are no guarantees that the legislation delivering an extension of the Financial Adviser Standards and Ethics Authority exam timetable will be dealt within the Senat...
Financial planning
While industry associations have welcomed the six-month deferral, they have called for the Government to be open to reviewing the timeline given the uncertainty of the CO...
Financial planning
The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....
Financial planning
The Financial Planning Association has challenged the sense and workability of the Australian Securities and Investments Commission’s proposals around time-limited supera...
Financial planning
FPA, SMSFA, CA ANZ, CPA Australia and IPA financial adviser and registered tax agent members have been provided a template record of advice for clients looking to access ...
Life/Risk
The Financial Planning Association says the advocacy efforts of financial advisers on behalf of clients can often impact the dispute data collected by the Australian Prud...
Financial planning
Five professional bodies had teamed up to help Australians receive easy access to professional advice, given the COVID-19 pandemic....
Financial planning
The Financial Planning Association has echoed the Association of Financial Advisers in calling on Choice to retract derogatory comments about financial planners....
People & Products
The Financial Planning Association (FPA) has launched a diagnostic tool to help practices assess and understand how they are positioned for the future....
People & Products
Phil Creswell has been appointed head of professional standards by Count Financial....
Features
The Retirement Income Review has been welcomed by many in the industry, but Chris Dastoor writes, it is still uncertain what it will mean for the industry in the long-ter...
Financial planning
A University of Canberra historical Graduate Diploma, two new RMIT degrees, and recognised prior learning from the FPA and CPA has been approved by FASEA. ...
Financial planning
It was well known that a consortium led by the FPA and AFA was seeking authorisation of as a code monitoring body but the Australian Securities and Investments Commission...
Financial planning
The Financial Planning Association has found itself in accord with industry funds in suggesting that early access to superannuation should be a last resort and something ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...