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FPA
Features
The Australian life/risk sector is facing a fundamental reshaping as advisers move beyond the LIF and banks consider their return on investment, Mike Taylor finds....
Features
Jassmyn Goh finds out what the industry’s concerns and expectations are relating to the new professional standards regime....
Features
When the Government initially announced the professional standards bill, one of the biggest concerns was whether there would be an early retirement exodus of late-career ...
Financial planning
The FPA has fined financial adviser, Darren Tindall $16,000 in addition to over $12,000 in costs and expenses for misleading and deceptive conduct....
Financial planning
ASIC has banned Roan Financial Group’s Darren Tindall from providing financial services for five years after the FPA received a complaint against him for dishonest conduc...
Financial planning
The Financial Planning Association wants the Government to ensure planner/client relationships carry the same legal privilege as lawyer/client relationships....
Financial planning
An expulsion from the FPA is proof of the organisation’s willingness to enforce its code of conduct, according to FPA chief executive, Dante De Gori....
Life/Risk
The Financial Planning Association says competition between life insurers themselves cannot be ignored as a contributor to consumers making policy changes....
Financial planning
The Tax Practitioners Board has recognised the FPA’s Certified Financial Planner qualification as an approved course in Australian Tax Law....
Financial planning
Melbourne-based CFP, Kathy Havers has been recognised by the FPA for her tireless community service and philanthropy. ...
Policy & Regulation
Advisers are moving towards strategic advice as opposed to investment type services and they are particularly interested in the aged care side, according to Aged Care Ste...
Financial planning
The Financial Planning Association has announced the winners from the 2016 FPA Awards....
Editorial
The financial services industry is facing another year of uncertainty but there will be opportunities for it to become the master of its own destiny....
Features
Malavika Santhebennur writes that many policy issues that beleaguered the financial services sector in 2015 remained in 2016, and would continue into 2017....
Financial planning
Industry associations have welcomed the Federal Government’s introduction of the bill to mandate higher education and professional standards for advisers....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...