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Showing 121 - 130 of 3862 results for "Financial planning"

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... advice now to do so in a way that better suits their needs," Levy wrote. Responding to the report's release, Financial Planning Association of Australia chief executive Sarah Abood said it is imperative the government act on the recommendations quickly. ...

AFA, FPA propose merged entity name

KARREN VERGARA  |  TUESDAY, 7 FEB 2023
... financial advice associations have flagged the new name of the proposed entity should their merger go ahead. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will be known as the Financial Advice Association ...

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... respective members, former chief executives, chairs and presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming days, members of the associations ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... The letter to Jones was signed by Association of Financial Advisers chief executive Phil Anderson, Boutique Financial Planning Principals Association president David Murdoch, Chartered Accountants Australia and New Zealand group executive Simon Grant ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
The Financial Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax ...

HUB24 appoints chief people officer

CASSANDRA BALDINI  |  THURSDAY, 2 FEB 2023
... the years David has built extensive relationships with top tier accounting, auditing, SMSF administration and financial planning firms by helping these businesses to embrace and use technology to benefit client outcomes and drive efficiencies." Commenting ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
... Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
The member consultation period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... the acquisition of Count Financial from Commonwealth Bank. Rowe has also previously served as chair of the Financial Planning Association of Australia, and of its Future2 Foundation, and was appointed a director of the Financial Adviser Standards and ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
... insurers, Sequoia said it has "not recognised a contingent asset at this stage." However, its licensee Interprac Financial Planning has added advisers in recent months, which Sequoia said is pushing an expectation that the licensee services business ...