Professional Standards
Make clients aware of the Code of Ethics
New research shows the broader population knows very little about advisers’ obligations to the new Code of Ethics, which is a shame because it could help the advice industry with its trust issues.
Simon HoyleJanuary 24, 2020
Regulation
ASIC inches closer to phone tapping advisers
A Bill presented late last year granting the regulator increased powers to intercept adviser phone calls is waiting on amendments before it goes before the house and senate.
Tahn SharpeJanuary 23, 2020
Superannuation
Downturn to play havoc with pensions
If returns revert to the mean, retirees taking outsized pension payments will face some tough decisions, Jonathan Philpot says. If the market takes a significant, sustained dive the government may once again reduce minimum payments.
Tahn SharpeJanuary 22, 2020
Risk & Insurance
Almost half of risk clients don’t trust their insurer
Large swathes of consumers don’t believe that their insurer will pay up in the event of a life insurance claim, a new study from Metlife has found.
Tahn SharpeJanuary 21, 2020
Industry
In Brief – January
The news in brief from across the financial planning industry in the month of January.
Professional PlannerJanuary 24, 2020
Industry
Client numbers almost halved in a decade
A business health analysis looks at the drivers behind a reduction in the average number of clients a firm serves, which is down from 975 in 2009 to only 530 in 2019.
Terry BellJanuary 17, 2020
Industry
M&A state of play: Sellers motivated but buyers remain at bay
Contrary to the narrative that advice businesses are being sold off in record numbers, acquisition specialists say the ones on the market aren’t always what buyers are looking for.
Tahn SharpeJanuary 13, 2020
Investment
Still got swagger: Aussie markets in 2020
Asset consultants aren’t ready to run from Aussie shares just yet. Returns in 2020 might not match a stellar 2019, but conditions remain favourable and a wholesale retreat is unwarranted.
Tahn SharpeJanuary 15, 2020
Investment
What investors can learn from Japan
If an ageing population and increasing debt is a negative influence on interest rates, then the world may be in for an extended period of low rates - Japan offers a few clues about what we might expect.
Roger MontgomeryDecember 16, 2019
Investment
Active versus passive: Look beyond the binary
Aussie equity portfolios may suffer if investors take sides in the active versus index debate. With no shortage of options available, building a balanced portfolio is about more than picking sides.
Tahn SharpeDecember 10, 2019
Education
Tax board confirms FASEA alignment
The tax practitioners board has acknowledged that accountants who provide financial advice will probably meet its CPD requirements if they satisfy FASEA’s higher standard.
Tahn SharpeJanuary 15, 2020
Education
‘Woolly’ ethics guidance casts further doubt on referral fees
FASEA’s response to industry consultation – quietly released on December 20 – still leaves advisers wondering whether incentives to provide business referrals are banned or not.
Tahn SharpeJanuary 7, 2020
Education
Code ‘anxiety’ undermining professional status: Sanders
If the voices of all stakeholders - clients included - don't come together in a public conversation, the professionalisation of the advice industry will continue to be derailed, Deloitte partner and former FASEA CEO Deen Sanders, has explained.
Matthew SmithDecember 18, 2019
March 31, 2020
Retirement Conference
SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds
June 1, 2020 - June 2, 2020
Licensee Summit
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
July 21, 2020
Best Practice Forum
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
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