FPA

Financial planning

The Financial Planning Association has told the Productivity Commission that product manufacturers should no longer enjoy the licensing exemption which allows them to giv...

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Financial planning

The existing financial planning dealer group model is under significant pressure and struggling to remain relevant, according to ClearView managing director, Simon Swanso...

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Financial planning

The Financial Planning Associated has cited the “massive losses” associated with agricultural and forestry managed investment schemes in urging the Government to amend le...

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Financial planning

The Financial Planning Association’s National Roadshow will focus educating and calming financial planners regarding the Financial Adviser Standards and Ethics Authority’...

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People & Products

The Financial Planning Association of Australia has announced the appointment of a new board member following the departure of former FPA CEO, Mark Rantall....

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Financial planning

The Financial Planning Association wants Authorised Representatives to have the same whistleblower protections as salaried employees of dealer groups....

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Editorial

Mike Taylor writes that the advent of the Financial Adviser Standards and Ethics Authority regime will change the raison d’etre and commercial models of Australia’s two l...

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Financial planning

Uncertainty may surround the future status of the Certified Financial Planner designation but the Financial Planning Association believes it will survive and thrive....

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Financial planning

The Financial Planning Association has backed early release of superannuation on compassionate and hardship grounds, arguing it fits with financial planner obligations to...

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Financial planning

The Financial Planning Association has called for the Australian adoption of a regime which would allow up to $1,000 of super savings to be withdrawn to cover the provisi...

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Financial planning

The Financial Planning Association has urged flexibility around which degrees will meet the needs of the new Financial Adviser Standards and Ethics Authority....

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Financial planning

The fintech whitepaper released by the Financial Planning Association has listed the benefits advisers could receive from being adaptive....

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Tech

The Financial Planning Association has highlighted the industry’s lack of understanding around the uses of fintech in a new whitepaper....

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Financial planning

Moves to increase monetary claim limits under the new Australian Financial Complaints Authority regime have prompted fears of more PI insurer exits from the financial pla...

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Financial planning

Financial Planning Association of Australia members have taken part in several physical challenges in Tasmania to raise money for the association’s philanthropic arm....

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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