Archives April 2022

Weekend Reading For Financial Planners (Apr 30-May 1)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Investment Advisers Association has become the latest industry organization to push back against the SEC’s guidance limiting the use of the term “fiduciary” on Form CRS, joining a growing number of voices attesting that …

Best Extended Car Warranty for 2022

Shopping for an extended car warranty may not sound very fun, but having this protection can provide considerable peace of mind. After all, the best-extended car warranties can ensure your car gets fixed during a covered breakdown. Best of all, your extended warranty coverage will actually pay for the repairs.

But, which extended car warranty …

MEDIA RELEASE

FPA calls on next Parliament to prioritise CSLR, planner education requirements, ASIC funding model, action on ‘finfluencers’ and regulatory reform

The next Australian Parliament must provide certainty to the financial planning profession on issues such as the Australian Securities and Investments Commission’s (ASIC) industry funding model and education standards, prioritise the creation of a Compensation …

How Much Is a $1 Million Life Insurance Policy?

Do you think a million-dollar term life insurance policy sounds like too much insurance?

As a Certified Financial Planner, I see underinsured people every day.

What do I tell them?

A million-dollar term life insurance policy might actually be the minimum coverage needed for the typical middle-class household, but it’s affordable.

That might sound like …

David Sharpe takes up FPA chair role

FPA board member and deputy chair David Sharpe CFP® will become chair of the FPA on 1 May 2022, taking over from Marisa Broome CFP® who has been chair since November 2018.

Mr Sharpe joined the FPA in 2003 and became a board member in 2016.  He was appointed deputy chair in February 2021.

Ms …