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Financial Planning
AMP approved product list under fire
ELIZABETH MCARTHUR  |  WEDNESDAY, 1 JUL 2020
The approved product lists AMP financial advisers are beholden to have come under fire from the House of Representatives Standing Committee on Economics.
AFA, FPA share bleak view of industry
ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
The Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial advice industry.
Trust in advisers wanes
JAMIE WILLIAMSON  |  TUESDAY, 30 JUN 2020
Just 37% of retail investors believe their financial adviser always acts in their best interests, leading CFA Societies Australia to call for a strengthening of the best interest duty.
New advice compliance solution launches
ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
MyNextAdvice will develop additional solutions to help the financial advice and mortgage broking industries with compliance obligations.
Calls to investigate treatment of AMP advisers
ELIZABETH MCARTHUR  |  FRIDAY, 26 JUN 2020
ASIC has come under pressure from a Senator to look into AMP's treatment of financial advisers, including reducing the value of its Buyer of Last Resort (BOLR) agreements.
FPA, TPB to share information
ALLY SELBY  |  FRIDAY, 26 JUN 2020
The Financial Planning Association of Australia has signed a Memorandum of Understanding with the Tax Practitioners Board, in a move which both parties say will set out a clear framework for engagement, cooperation and proactive information sharing going ...
FASEA provides CPD relief
ELIZABETH MCARTHUR  |  THURSDAY, 25 JUN 2020
Following requests from financial advisers, FASEA has provided relief from compliance with its continuous professional development (CPD) requirements.
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.
FASEA schedules remaining 2020 exam dates
ALLY SELBY  |  FRIDAY, 19 JUN 2020
The Financial Adviser Standards and Ethics Authority has confirmed the exam will be held across five sitting days in August, October and November.
Euroz, Hartleys to merge
JAMIE WILLIAMSON  |  FRIDAY, 19 JUN 2020
Euroz and Hartleys have made public plans to merge operations, creating a financial services powerhouse in Western Australia.
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