FPA

Financial planning

Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory oversight with the cost of generating a statement of adv...

image
Financial planning

The Financial Planning Association has questioned the need for a Compensation Scheme of Last Resort when the Government has for nearly a decade failed to address the prob...

image
Financial planning

The benefits of comprehensive financial advice significantly outweigh those delivered by intra-fund advice and this should be recognised within the Retirement Income Syst...

image
Financial planning

The two associations have come together to help those impacted by the bushfires to rebuild financially....

image
Financial planning

Deakin University’s Master of Financial Planning degree will now include the CFP Certification Program under a new partnership with the Financial Planning Association of ...

image
Financial planning

The Government’s latest exposure draft legislation around the recommendations of the Hayne Royal Commission suggest little has been paid to the lobbying of the major fina...

image
Financial planning

The Financial Planning Association has sought to make very sure that advisers do not get negatively roped into the current debate around stamping fee exemptions....

image
Financial planning

Renaming ‘general advice’ will be crucial to the manner in which digital advice is delivered in Australia and how it sits alongside traditional advice models, according t...

image
Life/Risk

Strong rules need to be written to ensure that financial advice given by insurance companies or their representatives at claim time is clearly recognised for what it is –...

image
Financial planning

AMP is partnering with its advisers to offer free financial advice to Australians who suffered loss due to the recent bushfires....

image
Financial planning

Financial Planning Association of Australia members will be able to volunteer their time to help financial rebuild Australians impacted by bushfires....

image
Financial planning

The Australian Securities and Investments Commission has been accused of unilaterally and quietly raising the per adviser levy to $1,142....

image
Financial planning

The Financial Planning Association has created a guide to help planners digitally evolve their statements of advice....

image
Financial planning

Submissions directed to Treasury around the end of grandfathering revealed little significant resistance but genuine concern around how client rebates should work....

image
Policy & Regulation

The Government may have promised action months ago, but the legislation which will extend the time-frames applying to the Financial Adviser Standards and Ethics Authority...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 2 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....

5 days 7 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 3 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 1 day ago