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Financial Planning

Financially stressed Aussies believe advice could improve well-being

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
The increased cost of living has left Australians feeling financially stressed; however, a large cohort believes financial advice could be the solution - if it were affordable.

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
Research from Aware Super suggests members who access financial advice end up $150,000 better off in retirement compared to those that don't.

Code of Ethics must be fixed: Phil Anderson

CASSANDRA BALDINI  |  MONDAY, 28 NOV 2022
The Association of Financial Advisers (AFA) chief executive Phil Anderson said the Code of Ethics for financial advisers was not backed by industry during its 2019 implementation and remains the case now.

Advising through disability implications

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
There are multiple complexities around providing advice and the impacts of disability, with planners sandwiched between highly anxious clients and tough systems.

Chuck out Chapter 7: Broome

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
Ex-FPA chair Marisa Broome believes that when it comes to regulation for advisers, Chapter 7 of the Corporations Act is not fit for purpose.

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ...

Financial planning avatars are the future

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
Alongside a panel of experts at the FPA 2022 Congress held in Sydney, FPA chief executive Sarah Abood was asked what she expects the advice sector to look like in 2023, and her answer involved the metaverse.

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
According to social researcher Michael McQueen, the trends that will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era.

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Fronting the FPA Professionals Congress, Quality of Advice Review chair Michelle Levy confirmed there will be no big surprises in her final proposals, due December 16.

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
The Financial Planning Association of Australia (FPA) announced the winners of the 2022 FPA Awards and the Gwen Fletcher Memorial Award at the FPA Professionals Congress in Sydney yesterday.