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Showing 101 - 110 of 979 results for "Financial Planning Association"

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... compensation scheme of last resort. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers and ...

Colonial First State adds to board

KANIKA SOOD  |  THURSDAY, 5 AUG 2021
... superannuation services, and head of Mercer's US-based global innovation hub. She has also served as the Financial Planning Association of Australia's (FPA) chief executive ending in 2010, and director. "Jo-Anne brings a wealth of experience ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... get it and take advantage of it and only entrench their position." Appearing in a later session, Financial Planning Association of Australia chief executive Dante De Gori said ASIC's newly estimated levy will be a 340% increase since it was introduced. ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
... impact of the Coronavirus made the task of continuing impossible." The association said it hopes the Financial Planning Association of Australia (FPA), Association of Financial Advisers (AFA) and Association of Independently Owned Finance Professionals ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
Financial Planning Association of Australia chief executive Dante De Gori will step down at the end of the year. De Gori, who has served as chief executive since March 2016, has advised the FPA's board of his intention to leave. He has been with ...

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... must be reviewed immediately before more practices are forced to close, the chief executive of the Financial Planning Association of Australia Dante De Gori said. "The ASIC industry levy for financial planners has gone up over 340% in the last four years ...

ASIC prepares licensees for reference checks

KARREN VERGARA  |  WEDNESDAY, 21 JUL 2021
... conducts reference checking. Mortgage brokers are also subject to the same new regulation. The Financial Planning Association of Australia believes reference checks should be extended to general advice and to anyone that has the ability to influence ...

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
... transferring its powers to ASIC. ASIC will be responsible for administering the adviser exam. The Financial Planning Association of Australia (FPA) chief executive Dante De Gori said the FSCP is an important reform for the profession. "Creating a model ...

FPA to manage $1.5m scholarship mandate

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
The federal minister for women has awarded the Financial Planning Association of Australia a mandate to deliver $1.5 million worth of scholarships. The scholarships, which are part of the Women's Leadership and Development Program, aim to assist more ...

Potential small carve out for annual renewal law

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
... fee clients, where you need to prepare an estimate and explain the basis of the estimate". The Financial Planning Association of Australian (FPA) and AFA have written to treasury and ASIC about the issue. They listened to the associations' concerns. ...

Editor's Choice

Macquarie AM splashes billions on Applied Digital Corporation

MATTHEW WAI  |   12:42PM
Macquarie Asset Management (MAM) has pledged US$5 billion to NASDAQ-listed Applied Digital Corporation, which provides high-performance computing (HPC) data-centre solutions.

Subscription EVs attract HESTA, IFM interest

JAMIE WILLIAMSON  |   12:41PM
IFM Investors and HESTA, by way of its mandate with the former, will take a 49% stake in Splend Group, a provider of subscription electric vehicles.

Economist's wishlist: Lower tariffs, bond yields settling

ELIZA BAVIN  |   12:07PM
AMP deputy chief economist Diana Mousina has listed her top five wishlist items for 2025, with hopes for lower inflation and avoiding a trade war.

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA  |   12:16PM
MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business.

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