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Showing 281 - 290 of 982 results for "Financial Planning Associatio"

TAL expands Risk Academy offering

DARREN SNYDER  |  WEDNESDAY, 11 JUL 2018
Life insurer TAL is growing its portfolio of health-related education courses through its financial adviser training program. TAL Risk Academy is introducing an education course which assists financial advisers to get the best outcomes for clients who ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
Looking back on the 2017-18 financial year, Financial Standard wants to know the most common financial advice clients requested. This week the Financial Standard spot poll asks where did advisers spend the most time actually delivering advice in FY18? ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
A survey of the Financial Planning Association of Australia's membership found 78% of those which have completed its CFP designation believe they already hold the necessary skills to comply with proposed adviser education reforms. The survey, which ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
ASIC will pursue further education requirements for financial advisers in a damning report showing 90% of financial advice provided in establishing self-managed superannuation funds is non-compliant. Reviewing 250 client files from 102 different AFSLs ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
Compliance requirements for financial advisers are on the rise and practices clinging to ancient technology will need to use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
The Financial Planning Association of Australia's policy lead believes the current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence ...

Grandfathered commissions on the outer: Poll

DARREN SNYDER  |  MONDAY, 28 MAY 2018
Six in 10 Financial Standard readers believe grandfathered commissions on superannuation and investment advice should be phased out. Starting May 14, the publication's latest spot poll asked readers whether grandfathered commissions on superannuation ...

ASIC and FPA submit recommendations to RC

HARRISON WORLEY  |  FRIDAY, 11 MAY 2018
ASIC and the FPA have made several recommendations to the Royal Commission, including eliminating the practice of grandfathered advice commissions. In its second round submission to the Commission, ASIC said it was concerned ongoing advice arrangements ...

Baby boomers receive $259 million, pension work bonus lifted

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
Working baby boomers who also receive age pensions will now be able to earn up to $300 a fortnight before the Government starts to trim their pension payments. The 2018 Budget initiative formed part of Treasurer Scott Morrison's $258.6 million baby ...

Royal Commission sees increased ASIC, APRA funding

ALEX BURKE  |  TUESDAY, 8 MAY 2018
Both ASIC and APRA will receive additional payments from the Government in light of the financial services Royal Commission. ASIC will receive $10.6 million over two years from 2017-18 and APRA will receive $2.7 million in 2018-19. The Government said ...