Financial Planning
Code of ethics still the main game: FPA
DARREN SNYDER  |  MONDAY, 19 NOV 2018
Financial Planning Association of Australia head of policy and standards Ben Marshan said the FASEA-led Code of Ethics remains the biggest game changer to the advice industry.
FASEA clarifies adviser exam rules
DARREN SNYDER  |  MONDAY, 19 NOV 2018
Among a wide-ranging update on Friday evening, the Financial Adviser Standards and Ethics Authority concreted several aspects to an industry exam. It also released a standards blueprint.
New degree tackles adviser education standards
KARREN VERGARA  |  FRIDAY, 16 NOV 2018
UTS Business School is introducing a new postgraduate financial planning course in 2019 to meet increased adviser demand resulting from FASEA's education standards.
FPA fines Henderson $50k
KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
The Financial Planning Association of Australia slapped a $50,000 fine on former member Sam Henderson for breaching its professional code of conduct nine times.
When aged care advice takes an emotional toll
KARREN VERGARA  |  TUESDAY, 13 NOV 2018
The emotionally taxing nature of aged care advice should be embraced with empathy. This was a key takeaway at yesterday's Financial Standard Best Practice Retirement Income Forum.
Trust in advice hits record low
JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
Consumer trust in financial planning is at an all-time low and those engaged in financial advice are significantly less likely to recommend it post-Royal Commission, new research shows.
Maximising retirement planning in an era of volatility
KARREN VERGARA  |  MONDAY, 12 NOV 2018
Helping financial advisers find the best solutions and strategies for Baby Boomers in an era of uncertainty underscored this year's Financial Standard Best Practice Forum on Retirement Income.
Gender diversity in advice dormant
JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
About one-in-three financial advisers aligned with some of Australia's largest institutions are female but women still represent less than one quarter of all advisers.
More than half of advisers without association membership
JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
Latest research suggests more than half of the financial advisers in Australia are not affiliated with any industry association, despite the impending professional standards reform.
Managed accounts provider enters crowdfunding
DARREN SNYDER  |  WEDNESDAY, 7 NOV 2018
ASIC has granted a variation to the AFSL of a managed accounts provider, allowing it to provide an equity crowdfunding service.
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