Professional Standards
Code ‘anxiety’ undermining professional status: Sanders
In the absence of a public conversation involving the voices of all stakeholders, including clients, the progress of the advice industry towards professional status will be derailed, Deloitte partner and former FASEA CEO Deen Sanders has explained.
Matthew SmithDecember 13, 2019
Superannuation
Christian Super, NGS say heatmap amplifies herding risk
APRA’s heatmap risks stifling innovation and reducing diversification which could would have a harmful effect on member outcomes in the event of a market meltdown, says Christian Super's CEO Ross Piper.
Elizabeth FryDecember 13, 2019
Risk & Insurance
APRA takes IP insurance into its own hands
The prudential regulator has moved to save income protection insurance providers from their own predilection for aggressive competition with a host of changes that will affect product pricing and design.
Tahn SharpeDecember 12, 2019
Opinion
Preserve the Code: The case for avoiding all conflicts
Any plans to lobby government and FASEA to amend its plain words or to dilute its principles or interpretation should be dropped; it is simply not in the interests of the new profession, Robert MC Brown reckons.
Robert MC BrownDecember 11, 2019
Industry
An outside adviser’s take on FPA Congress
Reflections on the FPA Congress and local advice industry by well known UK adviser and advice mentor Phil Billingham puts Australia's fixation with regulatory change and proliferation of product into context.
Phil BillinghamDecember 10, 2019
Industry
Advice practices looking more like accounting firms
A paper dissecting M&A trends in the local advice market considers how practice valuations and cash flows are warping and taking on similarities to accountant firms.
Matthew SmithDecember 9, 2019
Industry
AMPFP ends its mass-market MDA experiment
AMP Financial Planning couldn't make managed discretionary accounts commercially viable in light of the conditions placed on the wealth manager's offering, the group's head of research has told Professional Planner's Researcher Forum.
Matthew SmithDecember 6, 2019
Investment
Asset definition inconsistency a blight for advisers
The disparate methods super funds use to define asset class make things tough for advisers, according to Lonsec’s Veronica Klaus, but the funds themselves aren’t to blame.
Tahn SharpeDecember 6, 2019
Investment
Low bond returns spark calls for risk profile rethink
Advisers need to make a bigger distinction between risk averse and capital return seeking clients now because low-risk options aren’t giving 3 to 5 per cent returns, a panel has heard at the Professional Planner Researcher Forum in Sydney.
Tahn SharpeDecember 4, 2019
Investment
Capturing transforming economies: The case for active equities
Value investing is not dead, fundamentals still matter and the ‘here and now’ impact of central bank policies still needs to be traversed when thinking about transforming economies.
Matthew SmithNovember 26, 2019
Education
12 month road-test likely for Code of Ethics
The authority’s CEO, Stephen Glenfield, said the current standards are “not set in stone" but he is keen to see them bedded down before requesting any legislative amendment.
Tahn SharpeNovember 28, 2019
Education
Code of Ethics oversight not an ASIC priority
FASEA’s Code of Ethics takes effect from January 1, but ASIC doesn’t have the inclination or the resources to check whether licensees are monitoring advisers.
Matthew SmithNovember 28, 2019
Education
ASIC reveals 5 code monitoring ‘steps’ for licensees
The regulator has released the ‘reasonable’ actions licensees will need to take in their interim ethics monitoring role, and highlighted the specific Standards it will take a "facilitative" approach to.
Tahn SharpeNovember 26, 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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