POWERED BY MOMENTUM MEDIA
FPA
Financial planning
The financial services industry has broadly welcomed the positives in the FSI final report....
Financial planning
FPA chief executive, Mark Rantall, has expressed disappointment that the ASIC chairman’s comments impacted the entire profession....
Financial planning
ASIC has vehemently denied being swayed by lobbying groups to suspend its adviser competency push. ...
Financial planning
Professionalism in the financial services industry remains some distance off and may need Government intervention....
Financial planning
The major financial planning groups and companies are continuing to lobby for FOFA changes, but planners are being urged to accept the law as it currently stands....
Financial planning
Industry organisations have applauded parliament’s restoration of the grandfathering provision in the latest round of the FOFA reforms, claiming it overturned a rule that...
Superannuation
Advisers may need to rethink their approach to aged care advice. ...
Financial planning
FPA chief executive, Mark Rantall acknowledges the high price paid by the industry resulting from bad publicity generated by whistleblowers....
Financial planning
The failure to ask open-ended questions or listen to the goals and feedback of clients are among the most frequent errors that cost planners clients, according to advice ...
Financial planning
Managed account specialists warn that grandfathering needs to be viewed as a diminishing resource....
Financial planning
FPA’s outgoing chairman, Matthew Rowe, says the FPA won’t seek to defend the indefensible where bad advice is concerned....
Policy & Regulation
The FPA has urged a facilitative approach from ASIC as planners seek to comply with the Senate imposed FOFA reversal....
Policy & Regulation
The FPA has denounced efforts in the Senate to disallow amendments to FOFA predicting changes will automatically place advisers in breach of the law....
Financial planning
Industry public offer fund Sunsuper and the Financial Planning Association (FPA) have announced they have agreed to a national referral program....
Financial planning
Improving professionalism in the financial planning arena will be a key theme at this week’s Financial Planning Association (FPA) Congress in Adelaide. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...