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Showing 91 - 100 of 1638 results for %22The Advisers Association%22

FPA, AFA merger talks continue

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ...

ASIC abandons $500k SMSF threshold

ANDREW MCKEAN  |  FRIDAY, 9 DEC 2022
... seeking professional advice. "The Association is very pleased to see such a prominent reference to the need for financial advisers to have specialist knowledge about SMSFs before providing advice and the important need for advisers to maintain this knowledge ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... obligations placed on financial planners under the Corporations Act 2001 licensee obligations, and the Financial Planners and Advisers Code of Ethics 2019 are heavily influenced by the licensee and others who often then apply additional requirements ...

Code of Ethics must be fixed: Phil Anderson

CASSANDRA BALDINI  |  MONDAY, 28 NOV 2022
The Association of Financial Advisers (AFA) chief executive Phil Anderson said the Code of Ethics for financial advisers was not backed by industry during its 2019 implementation and remains the case now. The Code of Ethics, developed by the now dissolved ...

AFA, FPA merger in best interests

CASSANDRA BALDINI, CHLOE WALKER  |  THURSDAY, 24 NOV 2022
In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... According to the FPA, the judges selected Alman Partners based on its clear succession plan, which involved supporting advisers to becoming partners in the practice, and its continued commitment to diversity. "The judging panel was also impressed by ...

Advising an ageing population

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... working for longer, Scott points out there are still declining trends in those over 50 and that's an opportunity for advisers. "In every country, you see employment fall from 50 onwards. So, there's always focus on getting people to work for longer ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... the Royal Commission to almost 50%." Abood also pointed to the willingness of government and regulators to work with advisers on solving the problems of over regulation. "Governments consulting on ways to improve the adviser exam and bringing more flexibility ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... together and catch up with their mates." Awaiting the outcome of a proposed merger with the Association of Financial Advisers, Broome explained this year's event holds a certain significance. "It's the FPA's 30th anniversary and probably the last ...

We do get it: Levy

CASSANDRA BALDINI  |  FRIDAY, 18 NOV 2022
... different parts of the financial services industry. "So, I think we do get it," she said. "The team has done site visits with advisers; we have done a survey of advisers and we have met with dozens and dozens and dozens of advisers and their representative ...