Industry

Advisers not pre-empting commissions ban

While the big banks have committed to getting rid of grandfathered commissions, a Professional Planner poll shows the broader market is reluctant to follow them. Tahn Sharpe writes.
Industry

IOOF splits super trustees from funds

IOOF has named a chair and acting chief, and split its super trustee business from its funds management operations as part of a sweeping action plan drawn up with APRA.
Industry

All eyes on ANZ deal as IOOF top brass face super ban

Since news of the multiple APRA actions on Friday, ANZ said it was “assessing its options” in relation to its October 2017 sale of OnePath Pensions and Investments business to IOOF.
On Practice

Time to plan: a roadmap for advice firms

Advice firms without a living, breathing plan are at a big disadvantage and what’s worse, this unwillingness to set and track goals could affect their clients.
Industry
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Industry

Building a better product

Product design is not easy but if advisers and funds researchers, as well as issuers, take responsibility for getting it right, everyone benefits.
Industry

Self-licensing trend a concern: Licensee heads

Licensee heads speaking on a panel in Sydney have questioned the timing and motivation of advisers who are thinking of licensing themselves.
Industry

OSAs could be on the chopping block

A prominent financial services lawyer has questioned ongoing service agreements and warned that current contracting and remuneration models may be up for change.
FPA Professionals Congress
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FPA Congress 2018

FASEA ‘open-minded’ about changing proposals

The chief executive of the authority said he would remain open to amending its standards summary and appreciated the feedback, despite the “occasionally misinformed poets” in the discussion.
Dr Attracta Lagan
FPA Congress 2018

Hayne inquiry taming ‘savage capitalism’: ethics expert

Australia trails many other countries in the journey towards conscious capitalism but events such as the Hayne royal commission will propel it forward, Dr Attracta Lagan predicts.
FPA Congress 2018

FPA says CFP designation up for review

The FPA’s Ben Marshan said the CFP designation was never about meeting minimum standards but would get a fresh look in light of FASEA’s proposed framework.
Education
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Education

FASEA deals FPA, AFA members a rough hand

The guidelines released Friday, deeming the FPA and AFA’s designations worth only two credits of prior learning, are now the subject of a three-week consultation period.
Education

Young and old: FASEA’s great divide

As the FASEA reveal draws nearer, the intentions of advisers and just which groups in the industry will be affected the most are becoming clear.
Education

CPD submissions to FASEA reveal industry’s low bar

An analysis of 10 submissions to FASEA relating to continuing professional development shows a divergence of opinions on minimum standards.

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November 2018

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November 2018
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