FPA

Financial planning

The Financial Planning Association has blasted the Federal Treasury for seeking to push forward with a “retirement covenant” which it claims effectively mandates the crea...

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Policy & Regulation

The Federal Treasury has told the Royal Commission that industry self-regulation may fall short if industry codes of practice are neither uniform nor unenforceable....

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Financial planning

The Australian Securities and Investments Commission was left with little discretion around the future of Dover Financial Services with the licensee exercising its right ...

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Financial planning

Questions are being asked around why the financial planning community is being blamed when the Government has done little about legacy products in nearly two decades....

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Financial planning

The Financial Planning Association has acknowledged that obtaining and then maintaining financial planner code-monitoring status represents a substantial and expensive ch...

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Features

Mike Taylor writes that for the major financial planning organisations the future resides in looking beyond the Royal Commission and reaping the benefits which flow from ...

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Financial planning

The Australian Securities and Investments Commission has signalled that planner bodies will have to put aside their fear of losing members if they are to succeed as co-re...

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Financial planning

The Financial Planning Association has told the Royal Commission that grandfathered commission arrangements should be phased out over the next three years....

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Financial planning

The Financial Planning Association and other industry groups have warned that many people will need advice to navigate the Government’s Budget changes....

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Financial planning

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has already canvassed a tougher and more effective regulatory and lice...

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Financial planning

The Financial Planning Association and the Association of Financial Advisers are scheduled to appear before the Royal Commission today with the focus expected to be on ho...

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Financial planning

The Financial Planning Association (FPA) has found that approximately 60 per cent of its members are degree-qualified, compared to 35 per cent industry-wide....

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Financial planning

The Financial Planning Association has announced Sharon Taylor’s appointment as chair of the Financial Planning Education Council, following Mark Brimble’s departure in F...

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Financial planning

The Financial Planning Association has unsurprisingly had an overwhelming response to its questionnaire on adviser education reforms, with 1,700 members airing their worr...

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Financial planning

The Financial Planning Association has urged its members to voice their concerns about the latest Financial Adviser Standards and Ethics Authority position so they can be...

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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 3 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 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