FPA

Financial planning

The Financial Adviser Standards and Ethics Authority has been warned against over-complicating the transition of practising advisers who hold foreign qualifications....

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Financial planning

The Financial Planning Association is arguing that third-party professional associations such as itself should be integral to the new continuing professional development ...

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Financial planning

The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...

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Financial planning

Financial Planning Association chief executive, Dante De Gori has warned of a looming pause in the authorisation of new financial planners as a result of the implementati...

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Financial planning

Exposure draft legislation suggests the financial planning industry has secured a significant win on allowing advisers to represent their clients on tax issues....

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Financial planning

The Financial Planning Association (FPA) has welcomed the fact that financial advice and how it is delivered has been excluded from draft legislation handing the Australi...

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Financial planning

Having frequent money talks with children can help raise more financially savvy kids, according to the Financial Planning Association’s Share the Dream report....

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Financial planning

Parents are struggling to raise kids born since 2000 and to whom money is often unseen, but seeking a financial planner could help, according to the Financial Planning As...

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Financial planning

The Financial Adviser Standards and Ethics Authority has been told the Corporations Act actually delegitimises planners because it fails to appropriately separate them fr...

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Financial planning

The Financial Planning Association has repeated its call for a three-year phase-out of grandfathered commissions but has suggested solutions to ensure client benefit....

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Financial planning

The Financial Planning Association has issued an online questionnaire for members to complete on the Financial Adviser Standards and Ethics Authority’s Financial Adviser ...

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Financial planning

The high cost of acquiring and then maintaining code-monitoring status may finally serve to unite the key financial planning organisations....

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Financial planning

The Financial Planning Association said it supports the practical tips that ASIC has provided to planners to improve the quality of the advice they give to clients....

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Financial planning

Erica Cummins of Graham Wealth in Swan Hill has won the Financial Planning Association’s Gwen Fletcher Memorial Award....

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Financial planning

The Financial Planning Association and the Association of Financial Advisers have cautioned against allowing a retirement income covenant trumping advice, but Challenger ...

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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 1 hour 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