POWERED BY MOMENTUM MEDIA
SARAH ABOOD
Editorial
The proposed merger of the FPA and AFA is a step forward – not just for the profession, but for all those yet to benefit from financial advice....
Financial planning
Following member consultation, the Financial Planning Association of Australia has removed 20,000 from its code of conduct and moved to a principles-based Professional Co...
Financial planning
The latest data on financial advice complaints, which shows a fall of over 50% in the past year, indicates the improved quality of financial advice, according to the Fina...
Financial planning
Advisers are being “left in limbo” by the lack of confirmation of the experience pathway with FPA chief executive, Sarah Abood, expecting to see certain constraints added...
Financial planning
Organisations have welcomed the election of Anthony Albanese as the next Prime Minister with the hope he will provide greater certainty for advisers after legislative cha...
Financial planning
The Financial Planning Association of Australia would like the next Parliament to prioritise the CSLR, education requirements, ASIC’s funding model, ‘finfluencers’ regula...
Financial planning
The Financial Planning Association of Australia has welcomed the Australian Securities and Investments Commission’s clamping down on the use of finfluencers....
Financial planning
The Financial Planning Association of Australia has welcomed the announcement by the Australian Financial Complaints Authority about proposed changes to its funding model...
Financial planning
Financial planning remains a male-dominated industry and women are held back by fear from making job moves to senior appointments....
Features
The latest proposal suggested by the financial advice industry is to move to one focused on principle-based legislation and for changes to the Corporations Act, writes La...
Financial planning
Renaming ‘general advice’ and revising the test for a sophisticated investors are among changes proposed by the Financial Planning Association of Australia to ease the bu...
Financial planning
As advisers exit the industry, the number of Certified Financial Planners in Australia has declined by 4% but figures globally have now passed 200,000....
Features
The examples of failed managed investment schemes have reopened the question around the Government’s proposed model for a Compensation Scheme of Last Resort, writes Oksan...
Financial planning
Following the release of the Senate Economic Legislation Committee’s Compensation Scheme of Last Resort report, the Financial Planning Association of Australia is once ag...
Accounting
Having completed their educational qualifications, those advisers who remain in the industry are reporting being “run off their feet” with new clients....
Never miss the latest news and developments in wealth management industry
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...