Financial Planning
FASEA listens as advice industry combs blueprint
DARREN SNYDER  |  TUESDAY, 20 NOV 2018
The initial response to FASEA's education and ethical standards blueprint suggests the document needs more tweaks. However, it's clear the authority is listening to its advice industry constituents.
AMP partners with Morningstar
JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
AMP appointed Morningstar as its external research provider to advice licensees.
CountPlus acquires interest in integrated wealth firm
JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model.
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.
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