FPA

Editorial

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Financial planning

Industry associations broadly welcomed the introduction of the Simpler Regulatory System Bill into the House of Representatives yesterday....

Financial planning

The Financial Planning Association (FPA) will officially launch a new charitable foundation called Future2 in November of this year, combining existing initiatives and ne...

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Policy & Regulation

While the FPA is generally happy with the Federal Budget, chief executive Jo-Anne Bloch would like to see financial planning advice fees made tax deductible....

Financial planning

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Financial planning

Abstract Long...

Financial planning

Western Australian financial adviser, Annemieke de Boer, will face Perth Magistrates Court tomorrow on charges of stealing close to $50,000 of a client’s money....

People & Products

The Financial Planning Association has recruited Association of Superannuation Funds of Australia chief financial officer and company secretary Robert Swanbury as its new...

Financial planning

Financial Planning Association chief executive Jo-Anne Bloch has warned members to expect the industry funds debate to move away from commissions to one that emphasises w...

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Financial planning

The role of the financial planner has come under scrutiny with 85 per cent of Australian consumers believing there should be a law in place requiring planners to provide ...

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Financial planning

The Association of Financial Advisers has achieved the highest rating on overall performance in a survey of industry associations, beating the Financial Planning Associat...

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Financial planning

The Association of Financial Advisers is preparing to launch its own version of the Financial Planning Association’s Certified Financial Planner designation....

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Financial planning

The results of a shadow shopping survey of reverse mortgages by consumer protection body Choice this week “reinforces the need for good financial advice”, according to FP...

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Financial planning

The Financial Planning Association has meted out the most severe punishment against a Western Australian-based planner and planning practice regarding advice about Westpo...

Financial planning

The Financial Planning Association has released a checklist of regulatory requirements to assist members when advising clients on superannuation switching....

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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....

1 week 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 6 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 4 days ago