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MARISA BROOME
Financial planning
A merger between the FPA and AFA would be a “fundamental shift” for the financial advice industry, according to FPA chair David Sharpe, as voting opens for members....
Financial planning
Prescriptive Professional Year requirements are hampering the advice industry in a time of declining adviser numbers, say two industry associations....
Financial planning
A merger between Association of Financial Advisers and Financial Planning Association of Australia is “not off the table” but will be driven by their members’ demands....
Financial planning
Parameters need to be in place with the proposed experience pathway to prevent young advisers with minimal qualifications from being eligible for the exemption, according...
Financial planning
It is the professional year that is the biggest hurdle for new entrants rather than exams but things are likely to improve in 2022 when it is clear how many existing advi...
Financial planning
Advisers say they are seeing a light at the end of the tunnel for the first time in a while after a challenging period of regulatory change....
Financial planning
Most Financial Planning Association student members coming through are women, who are likely to reshape industry demographics as existing advisers leave the industry. ...
Financial planning
The industry’s two main industry bodies have continued their unified response navigating the difficult landscape advisers are facing, yesterday meeting together with Sena...
People & Products
The Financial Planning Association of Australia has appointed Dale Boucher as new chair of conduct review commission....
People & Products
Financial Planning Association board director Marisa Broome will take over as chair from Neil Kendall when his term ends on 21 November, this year....
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....