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Financial Planning

Why joint effort is required in advice

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
Dante De Gori, chief executive of the Financial Planning Association of Australia, has explained why a united front is needed in financial advice as the bill to defer new education requirements is tabled in parliament.

Stanford Brown acquires Sydney advice firm

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
Stanford Brown has acquired a Sydney advice practice from Godfrey Pembroke, with chief executive Jonathan Hoyle saying there's more to come.

FASEA under pressure on managed accounts

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
The Financial Adviser Standards and Ethics Authority is under pressure to clarify its stance on all forms of managed accounts.

Boomers show healthy ESG appetite

ALLY SELBY  |  TUESDAY, 3 DEC 2019
Environmental, social and governance (ESG) investing is well and truly on the radar for savvy millennials, but new research has revealed it could also be the secret ingredient to tempting Baby Boomers into engaging with their super.

New tool launches to help FASEA code compliance

ELIZABETH MCARTHUR  |  MONDAY, 2 DEC 2019
With less than 20 business days until the Financial Adviser Standards and Ethics Authority Code of Ethics comes into effect, some businesses are seeing opportunity.

Update on FASEA code guidance on the way

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
Financial Adviser Standards and Ethics Authority chief executive Stephen Glenfield has confirmed more guidance on the contested Code of Ethics is imminent.

FASEA compliance has silver lining

KANIKA SOOD  |  FRIDAY, 29 NOV 2019
For financial planning practices that don't have a clearly laid out business plan, the workload of meeting FASEA's Code of Ethics requirements can be a great push to get it in order, according to a speaker at the FPA Congress.

Planners heed SMSF risk warning

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
Are you effectively communicating the importance of diversification to your SMSF clients? Delegates have been warned how to avoid triggering the ATOs radar.

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
At the FPA Professionals Congress speakers who specialise in protecting vulnerable, elderly and disabled people from financial abuse shared how planners can be part of the solution.

AFCA reveals approach to Code of Ethics compliance

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
The Australian Financial Conduct Authority has outlined its approach to assessing financial planner conduct in relation to the Code of Ethics.