FPA

Financial planning

FOFA reforms were never intended to address the issues that emerged out of vertically integrated advice businesses and needs to be examined separately, the FPA said....

image
Financial planning

The Financial Planning Association has strongly opposed Treasury inclinations towards the creation of a passive “MyRetirement” regime similar to MySuper....

image
Financial planning

The FPA has exempted CIMA certificants from the CFP program and offered them an accelerated path to CFP certification....

image
Financial planning

The Financial Planning Association is urging that new external dispute resolution arrangements insulate third-party planners from the misdeeds of licensees....

image
Financial planning

The Financial Planning Association and the Cancer Council have launched a pro bono financial advice project to help cancer patients when they most need it....

image
Financial planning

Advice practices that implement the new professional and ethical standards and improve financial advice standards could eventually have to pay less levy to fund ASIC. ...

image
Financial planning

The new education standards for financial planners may have been legislated but advisers were still uncertain over the specific details around the framework. ...

image
Financial planning

The Financial Planning Association is arguing for professional associations to be embedded in the breach reporting regime under a co-regulatory approach....

image
Financial planning

The Financial Planning Association’s bid to become a code-monitoring body has taken another step with the appointment of two senior lawyers to oversee its Conduct Review ...

image
Editorial

ASIC is taking a close look at the sale of life insurance direct to consumers and Mike Taylor writes that the regulator’s findings may significantly alter the commercial ...

image
Accounting

The national standards and codes of ethics setter for accounting bodies is asking for feedback on consultation for the standard that covers accountants providing financia...

image
Financial planning

The Financial Planning Association of Australia and the Financial Executive Women have today announced a partnership to advance the progression of female planners....

image
Financial planning

The FPA has used its pre-budget submission to once again push for initial financial plans and ongoing management fees to be made tax deductible....

image
Financial planning

Financial services consumers would be better protected if the regulators could better target product manufacturers, according to the FPA....

image
Editorial

If insurers were made to drop underwriting policies at the time of claim could they accept the accompanying commercial pain?...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 4 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