FPA

People & Products

Williams Johns will join the board, while Alison Henderson and David Sharpe will each receive a second term....

Financial planning

Claim that FPA needs to shoulder some blame

A Queensland financial adviser and managing director of the Investment Collective, David French, has claimed the Financial Planning Association needs to shoulder some bla...

Policy & Regulation

FASEA funding drying up

The exit of the major banks means the original funding source for the Financial Adviser Standards and Ethics Authority will mostly dry up in May next year with advisers t...

Financial planning

FPA attacks FASEA for failing to deliver on mandate

The Financial Planning Association has pulled off the gloves to accuse the Financial Adviser Standards and Ethics Authority of having failed to deliver on its mandate....

Financial planning

Remove general advice exemption urges FPA

The Financial Planning Association has strongly urged the removal of the general advice exemption for financial product issuers because it undermines best interests....

Policy & Regulation

Planners are over-burdened and over-regulated

Seven different regulators combined with three different complaints and disciplinary bodies mean that financial planners have been left sinking in a regulatory swamp....

Financial planning

Labor Parliamentarians sympathetic on FASEA extension

Lobbying by financial advisers has revealed that at least some Federal Labor parliamentarians are sympathetic to allowing passage of the legislation necessary to deliver ...

Financial planning

Financial Planning Research Journal announces award winners

The Financial Planning Research Journal, published by Griffith University and the Financial Planning Association of Australia, has introduced three new research awards an...

Policy & Regulation

FASEA needs to implement the Code of Ethics

The Financial Adviser Standards and Ethics Authority needs to take greater responsibility for implementation of the Code of Ethics....

Features

InFocus: Ending grandfathering – who really wins?

Mike Taylor writes that in the absence of a definitive methodology for ensuring clients are rebated the grandfathered remuneration which would otherwise have gone to fina...

Policy & Regulation

Hume references central adviser disciplinary body

Financial planning organisations are seeking clarity from the Government on how its proposed new central disciplinary body for financial advisers will work and how much i...

Features

Guiding advisers through their education options

Advisers might not be looking forward to fulfilling the Financial Adviser Standards and Ethics Authority education requirements, but just like financial planning itself, ...

Financial planning

Proposed Code Monitoring Authority will be ready to roll

The Code Monitoring Authority established by the major financial planning associations will be ready to roll if, and when, it gains sign-off from the Australian Securitie...

Financial planning

Still no movement on FASEA timetable

The Assistant Minister for Superannuation, Financial Services and Financial Services Technology, Senator Jane Hume has again stopped short of giving any undertaking on ex...

Financial planning

Rowe resigns from FASEA board

The chief executive of CountPlus and former Financial Planning Association chair, Matthew Rowe, has resigned from the board of the Financial Adviser Standards and Ethics ...