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Financial planning
The FPA’s wellbeing hotline has not seen as much uptake as expected but there has been plenty of concern expressed by advisers about handling the Financial Adviser Standa...
Financial planning
The Financial Adviser Standards and Ethics Authority has extended recognition of the course value of the Financial Planning Association’s Certified Financial Planner desi...
Features
Mike Taylor writes that the Australian financial advice industry is embarking on a transition which will be completed in 2024 with the result that it will be very differe...
Financial planning
Members will be given discounts between 10 to 15 per cent across five institutions....
Policy & Regulation
A total of 53 current bachelor or higher degrees, 66 historical courses and 30 bridging courses are now part of FASEA’s accreditation....
Financial planning
Data from the FPA shows an overwhelming majority of Gen Y and Gen Z would be interested in spending more time with a financial planner....
Financial planning
Australians spend $19.8 billion each year buying presents for friends, family and even their pets according to research for this week’s Financial Planning Week. ...
Financial planning
The Financial Planning Association, Association of Financial Advisers and other professional association backers will today lodge a formal application with ASIC to operat...
Policy & Regulation
The number of complaints received about individual firms should be available to financial services customers, according to the Australian Institute of Superannuation Trus...
Policy & Regulation
Unscrupulous employers who use their employees’ salary sacrifice superannuation contribution to reduce their superannuation guarantee obligations should be stopped, accor...
Financial planning
The AMP Financial Planners Association has signalled it will be pursuing the company over how it induced planners into debt funded by its own bank....
Financial planning
The Financial Planning Association has warned the Australian Securities and Investments Commission of the significant problem associated with allowing complaints against ...
Financial planning
The Financial Planning Association has warned the Australian Securities and Investments Commission to be mindful of how product manufacturers may seek to recoup costs whe...
Financial planning
The Government has imposed the administrative burden of redistributing grandfathered remuneration on product issuers rather than onto financial advisers or licensees....
Financial planning
US media reports have questioned the conduct of the board which runs the Certified Financial Planner designation over its alleged failure to detail the criminal and regul...
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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,...