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Showing 231 - 240 of 2303 results for "Financial planner"

Super for women under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... commissions or fees to be disclosed to the consumer," she said. "At least if a consumer went to a bank or AMP-aligned financial planner pre-Royal Commission they would receive a Statement of Advice." Lusher is concerned that coaches may not have the ...

FPA Congress moves online

ELIZA BAVIN  |  WEDNESDAY, 24 JUN 2020
The Financial Planning Association of Australia (FPA) has announced the 2020 FPA Virtual Congress masterclass series will go live on July 9. The FPA is offering its Congress format as a virtual event for the first time in response to the COVID-19 pandemic. ...

FPA accuses ASIC of price gouging

ELIZA BAVIN  |  MONDAY, 15 JUN 2020
The Financial Planning Association of Australia has hit back at the corporate regulator accusing it of price gouging after increasing the industry funding levy for financial advisers by 38%. The FPA has urged the corporate regulator to reconsider the ...

Calls for overhaul of AFSL system

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUN 2020
... De Gori said. "This is an appropriate approach and acknowledges the relationship between a client and their financial planner is a personal relationship, not one between an AFSL and the client. "Future reforms to the regulation of financial advice should ...

Advice job market not all doom and gloom

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUN 2020
... standards or be on the way to passing, and they want them to be comfortable with technology. "Holding your Certified Financial Planner qualification or Masters of Financial Planning may not be enough to differentiate your application without providing ...

FASEA extension en route

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
The government's move to extend the ban on conflicted remuneration to listed investment companies and trusts is expected to provide financial advisers with some much needed certainty. Following Treasury consultation, the government made the decision ...

FASEA blame game on in earnest

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
Both the government and the opposition have been happy to blame one another for the Parliament's failure to pass the FASEA extension bill this week. Was the parliament's failure to pass the FASEA extension a cheap political stunt by the opposition ...

Practice valuations avoid COVID-19 hit

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
Financial advisers looking to sell their business in the midst of COVID-19 would be wise not to accept discounted offers, with experts saying the pandemic has barely touched the market. Speaking with Financial Standard, Radar Results founder John Birt ...

Government delays RC implementation timeline

HARRISON WORLEY  |  MONDAY, 11 MAY 2020
The government has deferred the implementation of Royal Commission recommendations by six months. The amended timetable sees measures the government was committed to deliver by June 30 set to arrive by December, and measures scheduled for December now ...

FASEA extension to pass next week

ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
In a webinar for the Financial Planning Association of Australia members, assistant minister for superannuation, financial services and financial technology Jane Hume delivered some welcome news about the extension to FASEA requirements. Hume confirmed ...