Regulation

ASIC asks licensees for grandfathered commissions status

In the first salvo of the industry’s move to extricate grandfathered commissions, the regulator sent letters to several licensees recently asking how much of it is on their books.
Risk & Insurance

Synchron head flew to UK to uncover real commissions story

The co-founder of Australia’s second-largest life insurance adviser network reveals how the Towbridge Report prompted him to search for the truth about risk commission bans.   
Education

Associations unite over FASEA exam deadline extension

Both the FPA and the AFA will lobby government for the adviser exam deadline date to be pushed out at least 6 months after FASEA delayed the testing start date and the release of crucial guidelines.
Professional Standards

Advisers ‘unprepared’ for FASEA aged care questions

The co-director of Aged Care Steps, Assyat David, says most advisers have ‘chosen to ignore’ aged care advice, which will make it difficult for them to get through FASEA exam.
Industry
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Industry

Advisers can have 1000s of clients each: Feeney

Limiting client registers to a few hundred clients could be emblematic of an outdated business model using technology the wrong way, according to the CEO of Map My Plan.
Industry

Adviser Ratings predicts ‘upsurge’ in failed licensees

Mark Hoven singled out small, “overcommitted” licensees and mid-sized AFSL holders in a presentation highlighting the many headwinds the industry is facing.
Industry

FPA chair comes out swinging

Marisa Broome says criticism that the FPA isn’t working for its members is “absolutely wrong”, but admits the association has been “really poor” at communicating the work it's done.
Investment
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Investment

IIF: Trade wars prompt flight from China stocks

The Institute of International Finance says escalating US-China trade tensions was the reason behind the capital flight from the emerging markets in the recent weeks.
Investment

ETF risk a ‘haunting thing’: IOSCO

An executive at the global securities association likens the hype around ETFs to that around structured products over a decade ago, and warns against another GFC-type scenario.
Investment

Sicilia: PE multiples will rise as investors chase scarce profits

Australian equities are undervalued and price-to-earnings multiples will climb dramatically, but institutional investors should be ramping up their exposure to shares even as prices rise.
Education
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Education

CFP owner says course ‘isn’t bound by minimum standards’

FASEA’s allocation of only 2 units to the CFP designation shouldn’t stop advisers striving to demonstrate their professionalism, says FPSB chief executive Noel Maye.
Education

Clearview takes high road with unbranded content

The licensee owner eschewed their own branding in a series of educational videos for clients, preferring to white-label the content and “give something back to the advisers and the community”.
Education

Literacy could be dangerous in the hands of industry

The failure of programs delivered by those with a vested interest might be contributing to declining financial literacy, which consumers are aware makes them vulnerable.
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June 3, 2019 - June 4, 2019

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July 30, 2019

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August 1, 2019

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.

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